Judith McGee is Chosen as one of the “Top 100 Women Financial Advisors” in the Country for 2014 by Barron’s

 

January 29, 2015 | Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management has been selected as one of Barron’s 2014 “Top 100 Women Financial Advisors” in the country. This prestigious listing is published by Barron’s Financial Newspaper. McGee ranked #73 in the United States and #4 in Oregon. These accolades mark the ninth consecutive year that McGee has been selected for Barron’s “Top 100 Women Financial Advisors” list.

Judith McGee was a guest at the annual Barron’s Top Women Advisors Summit December 3-5 in Palm Beach Florida where the nation’s Top Women Financial Advisors were honored in an intimate, invitation-only event to share ideas, grow professionally, and network amongst peers.

Barron’s financial newspaper, published by Dow Jones & Co., produced the listing of distinguished advisors by weighing various criteria such as assets under management, revenue generated, and the overall quality of the advisor’s practice.

Judith McGee is frequently recognized as one of the nation’s top wealth managers by leading industry publications. Among them, Barron’s magazine has named McGee to its list of Top 1,000 Wealth Advisors in the U.S. every year since 2009, also ranking her as one of Oregon’s top ten. McGee attributes this prestigious achievement to her clients for their mutual trust and continued support, reinforcing her belief that putting her clients first is the best way to do business.

 

RAYMOND JAMES ANNOUNCES 2014 WOMAN OF DISTINCTION AWARD WINNERS

 

October 20, 2014 | Eleven advisors recognized as Women of Distinction by the Raymond James Network for Women Advisors.

ST. PETERSBURG, Fla. – The Raymond James Network for Women Advisors presented 11 advisors with the Woman of Distinction Award at the firm’s 20th annual Women’s Symposium. The award recognizes successful advisors within the firm who support the professional growth of other advisors and service associates and who are actively involved in their communities.

“The Woman of Distinction Awards recognize some of our very best advisors, each of whom contributes their time and talents to their communities and to the firm in significant ways,” said Nicole Spinelli, director of the Raymond James Network for Women Advisors, which provides resources and support to help advisors grow their businesses. “Eleven years ago, the network recognized the first and only award recipient. Because of the growth of our network and the amazing success of our women advisors, we now recognize a woman in each division or region of Raymond James & Associates (the employee broker/dealer), Raymond James Financial Services (the independent broker/dealer) and Raymond James Ltd. (the firm’s Canadian affiliate). These women are dedicated to mentoring, coaching and sharing their ideas and experiences with others as well as making significant contributions to their communities. We are proud of all that these advisors do for their clients and peers, and we’re honored to recognize them through this award.”

This year’s award recipients are:

  • Monica Baldwin (Central region, RJFS)
  • Mary Brooks (Western division, RJA)
  • Mary Carter (Southeast region, RJFS)
  • Marilyn Gunther (Midwest region, RJFS)
  • Janice Henderson (Northeast region, RJFS)
  • Dee-Ann Mayburry (Raymond James Ltd.)
  • Janet Nichols (Eastern division, RJA)
  • Patrice Sinclair (Northern division, RJA)
  • Dawn Starks (Mid-Atlantic region, RJFS)
  • Patrice Thomas (Northern division, RJA)
  • Marie Vidal (Southern division, RJA)

Recipients were nominated by their regional sales managers and represent each of the firm’s regions and divisions. To qualify, nominees must: 1) be members of their broker/dealer’s recognition councils, 2) have shown exceptional leadership by mentoring those around them, and 3) have a long history of community involvement that is beyond a financial commitment, such as serving as an active volunteer, board member or local representative.

The Network for Women Advisors also announced the firm’s top women advisors for fiscal year 2013 and 2014 based on production and assets under management. The top women advisors for RJFS are: Judith McGee of McGee Wealth Management in Portland, Oregon; Kalita Blessing of Quest Capital Management in Dallas, Texas; and Sherri Stephens of Stephens Wealth Management Group in Flint, Michigan. RJA’s top women advisors are: Margaret Starner of the Starner Group of Raymond James in Coral Gables, Florida; Sacha Millstone of the Millstone Evans Group of Raymond James in Boulder, Denver, and Washington, D.C.; and Lynn Faust from the Faust-Boyer Group of Raymond James in Greer, South Carolina.

About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities. Its three principal wholly owned broker-dealers, Raymond James & Associates (member New York Stock Exchange/SIPC), Raymond James Financial Services (member FINRA/SIPC), and Raymond James Ltd., have approximately 6,200 financial advisors serving in excess of 2.5 million client accounts in approximately 2,500 locations throughout the United States, Canada and overseas. Total client assets are approximately $485 billion. Public since 1983, the firm has been listed on the New York Stock Exchange since 1986 under the symbol RJF. Additional information is available at www.raymondjames.com.

 

Judith McGee Named Financial Times 400 Top Financial Advisor

 

July 7, 2014 | Portland, Ore……. Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management makes the prestigious 2014 Edition of the Financial Times 400 Top Financial Advisers list. This list is compiled annually and features the top advisers at traditional broker-dealer firms in the U.S.

The formula that FT uses to grade advisors is based on six broad factors and calculates a score for each advisor. Areas considered include advisor assets under management, asset growth, years of experience, industry certification, Financial Industry Regulatory Authority compliance records and online accessibility. The Financial Times highlights the results by emphasizing how difficult and competitive the job of financial adviser has become. “A good adviser should have one eye on global trends and another on his or her client’s household,” FT explains.

Judith McGee is one of only two financial advisers in Oregon to make this 400 Top Financial Adviser list. “As the investing world evolves, the needs of investor become more complicated. I have cultivated a culture that focuses on continuing education and advanced technology to stay current and better serve clients,” CEO/Chair Judith McGee explains.

The 400 Top Financial Adviser list comes with a report highlighting the population served by the top advisers. According to the report, more than a quarter of the FT 400 members serve retirees, and these leading financial advisers offer a diverse array of skills, opinions and backgrounds. 

2014 has been a banner year for McGee Wealth Management and their team. Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management was selected as one of Barron’s 2014 Top 1,200 Financial Advisers in the Country1, and ranked number 4 in Oregon. Judith McGee was honored June 2014 for becoming one of Barron’s Top 100 Women Advisors 2The prestigious listing is published by Barron’s Financial Newspaper. Linette Dobbins, President/COO of McGee Wealth Management, Co-Branch Manager of Raymond James Financial Services, and CFP® was named a 2014 Five Star Wealth Manager 3 by The Five Star program.

All awards bestowed by independent third party organizations not affiliated with Raymond James.

1. The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

2. The rankings reflect the volume of asses overseen by the advisors and their teams, revenues generated for the firms and quality of the advisors’ practices.

3. 1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor. 2) Actively employed as a credentialed professional in the financial services industry for a minimum of 5 years. 3) Favorable regulatory and complaint history review. 4) Fulfilled their firm review based on internal firm standards. 5) Accepting new clients 6) One-year client retention rate. 7) Five-year client retention rate. 8) Non-institutionalized discretionary and/or non-discretionary client assets administered. 9) Number of client households served 10) Educational and professional designations.

 

When a Client Couple Splits, Whose Advisor Are You?

 

By R. A. Monroe
Financial Advisor IQ, a Financial Times service

April 23, 2014 | Middle-aged Americans are untying the knot. The divorce rate among people 50 and older has doubled since 1990, even as the nation’s overall divorce rate has inched downward. And as advisors see more of their long-term client couples succumb to the trend, many will find themselves in a situation calling for finesse — especially when they have a relationship with each spouse individually. The challenge: to provide support and advice for both clients while trying not to take sides.

As soon as advisors hear a client couple is splitting, they should decide on a protocol for the advice relationship and put it in writing, says Kathleen Miller, founder of Kirkland, Wash.-based Miller Advisors, a Raymond James Financial Services affiliate managing $160 million in assets. “You need to clearly define whom you’re going to take direction from and whom you’re going to share information with,” Miller says. “Then you need to let both parties know that you’ll be sticking to those policies.”

Advisors who have worked closely with both clients can be enormously helpful when it comes to dividing assets, according to Miller. “You know their personal budgets, their red flags, their individual priorities,” she says. “Reminding clients that you’re in a good position to come up with a win-win settlement that is relevant to their particular case can help defuse the animosity.”

She suggests that advisors tell both clients they intend to take a neutral stance. Doing so can help avoid a common problem: inadvertently allying with the client who calls more often or makes more of a fuss.

Judith McGee of McGee Wealth Management, a Raymond James Financial Services affiliate in Portland, Ore., that manages $420 million in assets, agrees it’s crucial to stay impartial. She says advisors should be careful with the language they use, particularly when both spouses are in the room. “You listen, and you don’t comment,” says McGee. “You can say things like, ‘I know this must hurt badly,’ or ‘I have other clients who have gone through this process, and it does get better.’ But you want to avoid picking sides.”

Because of the heavy emotional weather, McGee says, advisors should be prepared to see divorcing clients struggle when dividing up their wealth — and not just assets with deep sentimental value, like a home. “You’d be surprised at how attached people can feel to joint assets like retirement accounts and annuities,” McGee says. She recommends emphasizing what each spouse stands to gain, not what’s being given up. For example, an advisor might suggest a trade-off in which one client retains more assets and the other collects more alimony. “That can help give everyone a sense of control in an often-chaotic time,” says McGee.

Who Gets the FA?

Some clients may not feel comfortable continuing with their advisor after a divorce, says Nicole Romito, a lead advisor with Chicago-based Financial Strategy Network, which manages $700 million in assets. Recently, she addressed such a situation by keeping the wife as a client while the husband switched to a different advisor with the firm. But any time both clients stick with the same advisor — or even the same firm — it’s crucial to emphasize confidentiality. “You need to keep reinforcing boundaries, reminding the clients that you’re not the go-between anymore — even for seemingly small details, like changing the mailing address for an investment statement,” says Romito.

And while an advisor may be eager to keep working with both spouses, in some situations it may be better to cede one of them gracefully. “If you harbor suspicions that one of the clients isn’t being forthright, it can be in your best interest to consider recommending that they find another advisor once the divorce is finalized,” Romito says. To avoid the appearance of taking sides, Romito recommends framing the conversation in terms of policy, not personality. “You can tell them you try to avoid working with both partners post-divorce,” she says.

Judith McGee, CFP and owner of McGee Wealth Management, an Independent Registered Investment Advisor, offers securities through Raymond James Financial Services, Inc. Member FINRA, SIPC. Any opinions are those of Judith McGee, CFP, and not necessarily those of RJFS or Raymond James.

 

Lake Oswego Women’s Coalition beginning new program year

 

Written by Barb Randall for the Lake Oswego Review

September 29, 2014 | The Lake Oswego Women’s Coalition will begin a new program year at 11:30 a.m. Sept. 17 at Oswego Lake Country Club, 20 Iron Mountain Blvd. in Lake Oswego. Author and lecturer Judith McGee, one the nation’s first female certified financial planners, will share her message about the power of women in her presentation, “Raise Your Voice, Use Your Pocketbook: Making a Difference Together.”

McGee will share stories about women who choose to use their passion to fuel inspiration, make a difference and change their lives, their communities and the world.

“How can you influence change?” McGee asked. “You start by raising awareness or consciousness. We do more together than as individuals.”

McGee will discuss what she refers to as the 30-Percent Solution, a concept promoted by Linda Tarr-Whelan in her book, “Women Lead the Way.” She explains that in any situation, whether it’s sitting around a corporate boardroom table, standing on the floor of Congress or sharing the reins of any of the media conglomerates, real change will start to happen once women have attained at least 30 percent of the leadership roles.

“Women bring new answers,” McGee said. “And the old saying, ‘Find a need and fill it,’ is the key to success. Make a difference by having your antennae out and being aware of the needs in your community. Change the conversation about how problems are solved.”

She hopes to help the group create a giving plan and perhaps identify a project to work on together.

McGee comes from a long line of philathropic Oregonians. She is the owner and founder of McGee Wealth Management, Inc., a firm that has served individuals, multi-generational families, executives and business owners for more than 30 years.

The firm’s mission is to make a positive, enduring difference in its clients’ lives by sharing their knowledge, experience, wisdom and passion.

Cost of the luncheon is $19 for members, $21 for nonmembers. Annual membership is $20. All are welcome. Those wishing to attend should call 503-747-2573 by noon on Monday, Sept. 15.

 

Judith named RJFS Top Woman Advisor 2013 and 2014

 

October 20, 2014 | RAYMOND JAMES ANNOUNCES 2014 WOMAN OF DISTINCTION AWARD WINNERS
Eleven advisors recognized as Women of Distinction by the Raymond James Network for Women Advisors.

ST. PETERSBURG, Fla. – The Raymond James Network for Women Advisors presented 11 advisors with the Woman of Distinction Award at the firm’s 20th annual Women’s Symposium. The award recognizes successful advisors within the firm who support the professional growth of other advisors and service associates and who are actively involved in their communities.

“The Woman of Distinction Awards recognize some of our very best advisors, each of whom contributes their time and talents to their communities and to the firm in significant ways,” said Nicole Spinelli, director of the Raymond James Network for Women Advisors, which provides resources and support to help advisors grow their businesses. “Eleven years ago, the network recognized the first and only award recipient. Because of the growth of our network and the amazing success of our women advisors, we now recognize a woman in each division or region of Raymond James & Associates (the employee broker/dealer), Raymond James Financial Services (the independent broker/dealer) and Raymond James Ltd. (the firm’s Canadian affiliate). These women are dedicated to mentoring, coaching and sharing their ideas and experiences with others as well as making significant contributions to their communities. We are proud of all that these advisors do for their clients and peers, and we’re honored to recognize them through this award.”

This year’s award recipients are:

  • Monica Baldwin (Central region, RJFS)
  • Mary Brooks (Western division, RJA)
  • Mary Carter (Southeast region, RJFS)
  • Marilyn Gunther (Midwest region, RJFS)
  • Janice Henderson (Northeast region, RJFS)
  • Dee-Ann Mayburry (Raymond James Ltd.)
  • Janet Nichols (Eastern division, RJA)
  • Patrice Sinclair (Northern division, RJA)
  • Dawn Starks (Mid-Atlantic region, RJFS)
  • Patrice Thomas (Northern division, RJA)
  • Marie Vidal (Southern division, RJA)

Recipients were nominated by their regional sales managers and represent each of the firm’s regions and divisions. To qualify, nominees must: 1) be members of their broker/dealer’s recognition councils, 2) have shown exceptional leadership by mentoring those around them, and 3) have a long history of community involvement that is beyond a financial commitment, such as serving as an active volunteer, board member or local representative.

The Network for Women Advisors also announced the firm’s top women advisors for fiscal year 2013 and 2014 based on production and assets under management. The top women advisors for RJFS are: Judith McGee of McGee Wealth Management in Portland, Oregon; Kalita Blessing of Quest Capital Management in Dallas, Texas; and Sherri Stephens of Stephens Wealth Management Group in Flint, Michigan. RJA’s top women advisors are: Margaret Starner of the Starner Group of Raymond James in Coral Gables, Florida; Sacha Millstone of the Millstone Evans Group of Raymond James in Boulder, Denver, and Washington, D.C.; and Lynn Faust from the Faust-Boyer Group of Raymond James in Greer, South Carolina.

About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities. Its three principal wholly owned broker-dealers, Raymond James & Associates (member New York Stock Exchange/SIPC), Raymond James Financial Services (member FINRA/SIPC), and Raymond James Ltd., have approximately 6,200 financial advisors serving in excess of 2.5 million client accounts in approximately 2,500 locations throughout the United States, Canada and overseas. Total client assets are approximately $485 billion. Public since 1983, the firm has been listed on the New York Stock Exchange since 1986 under the symbol RJF. Additional information is available at www.raymondjames.com.

 

Judith McGee Financial Times 400 Top Financial Advisor

 

July 7, 2014 | Portland, Ore……. Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management makes the prestigious 2014 Edition of the Financial Times 400 Top Financial Advisers list. This list is compiled annually and features the top advisers at traditional broker-dealer firms in the U.S.

The formula that FT uses to grade advisors is based on six broad factors and calculates a score for each advisor. Areas considered include advisor assets under management, asset growth, years of experience, industry certification, Financial Industry Regulatory Authority compliance records and online accessibility. The Financial Times highlights the results by emphasizing how difficult and competitive the job of financial adviser has become. “A good adviser should have one eye on global trends and another on his or her client’s household,” FT explains.

Judith McGee is one of only two financial advisers in Oregon to make this 400 Top Financial Adviser list. “As the investing world evolves, the needs of investor become more complicated. I have cultivated a culture that focuses on continuing education and advanced technology to stay current and better serve clients,” CEO/Chair Judith McGee explains.

The 400 Top Financial Adviser list comes with a report highlighting the population served by the top advisers. According to the report, more than a quarter of the FT 400 members serve retirees, and these leading financial advisers offer a diverse array of skills, opinions and backgrounds. 

2014 has been a banner year for McGee Wealth Management and their team. Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management was selected as one of Barron’s 2014 Top 1,200 Financial Advisers in the Country1, and ranked number 4 in Oregon. Judith McGee was honored June 2014 for becoming one of Barron’s Top 100 Women Advisors 2The prestigious listing is published by Barron’s Financial Newspaper. Linette Dobbins, President/COO of McGee Wealth Management, Co-Branch Manager of Raymond James Financial Services, and CFP® was named a 2014 Five Star Wealth Manager 3 by The Five Star program.

McGee Wealth Management’s key team members include Judith McGee, L.H.D., C.F.P.®, ChFC, CEO/Chairwoman (MWM) & Co-Branch manager (RJFS),  D. Linette Dobbins, CFP®, President/CCO (MWM) & Co-Branch Manager (RJFS), and Jennifer Currin Gutridge, CFP®, Executive Vice President (MWM) and Financial Advisor (RJFS). Visit http://www.McGeeWM.com, call 503-597-2222, or write 12455 SW 68th Ave. Portland, Oregon 97223 for more information. McGee Wealth Management is an Independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. For media requests contact Diane with Inspired Media at info@inspiredmc.com

All awards bestowed by independent third party organizations not affiliated with Raymond James.

1. The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

2. The rankings reflect the volume of asses overseen by the advisors and their teams, revenues generated for the firms and quality of the advisors’ practices.

3. 1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor. 2) Actively employed as a credentialed professional in the financial services industry for a minimum of 5 years. 3) Favorable regulatory and complaint history review. 4) Fulfilled their firm review based on internal firm standards. 5) Accepting new clients 6) One-year client retention rate. 7) Five-year client retention rate. 8) Non-institutionalized discretionary and/or non-discretionary client assets administered. 9) Number of client households served 10) Educational and professional designations.

 

2014 Five Star Wealth Manager

 

February 24, 2014 | McGee Wealth Management announces that Linette Dobbins, President/COO of McGee Wealth Management, Co-Branch Manager of Raymond James Financial Services, and CFP® has been named a 2014 Five Star Wealth Manager by The Five Star program.

“I choose this work because I can be a positive influence in the lives of clients through multiple disciplines. This allows me to truly walk our talk of making life a richer experience. I am honored to be recognized by the Five Star Program,” Dobbins says, responding to the news.

The Five Star program is the largest and most widely published wealth manager award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets. The Five Star Wealth Manager award process includes nominations by wealth managers, financial planners and advisors, CPA’s and estate planning attorneys. Candidates can be nominated by their firm or a peer to be considered for the Five Star Wealth Manager Award.

Award candidates are evaluated against objective criteria. The candidates must be credentialed as an investment advisory representative, or a registered investment advisor. Candidates must be actively employed as a credentialed professional in the financial services industry for a minimum of five years with a favorable regulatory and complaint history. Candidates must be actively accepting new clients and must have fulfilled their firm review based on internal firm standards. Other criteria considered includes on-year client retention rate, five-year client retention rate, non-institutionalized discretionary and/or non-discretionary client assets administered number of client households serves, and educational and professional designations. This award is bestowed by an independent third party organization not affiliated with Raymond James.

The prestigious Five Star Wealth Manager Award is given to less than 8 percent of the wealth managers in a market. McGee Wealth Management adds this award to a long list of awards and accolades throughout their history.

Since 1988, Linette Dobbins, CFP® has been a driving force behind the success of McGee Wealth Management, Inc., a Registered Investment Advisor, helping develop the business into one of Oregon’s leading wealth management firms. As President and Chief Compliance Officer, Linette helps define and implement the firm’s vision. She interfaces with regulatory agencies, and supervises all investment and financial planning functions.

 

Giving Back to the Community

 

February 4, 2014 | Portland, Oregon……..McGee Wealth Management, a Portland Financial Services company announces a new program started in January 2014. McGee Wealth Management employees will receive eight hours of paid time, including during business hours, to volunteer for a charitable cause in order to encourage philanthropic outreach and community involvement. In addition, employees will be supported by McGee Wealth Management to participate in charitable fundraising events by paying for admissions, contributions and registration fees for up to $250 per employee per year.

“A core value in the McGee Wealth Management Mission Statement is giving back. We believe success brings the responsibility of investing our time and resources to create a positive impact in our communities,” Judith McGee, Chair and CEO of McGee Wealth Management.

Aligning with B Corporation values of giving back to the community McGee Wealth Management is committed to improve the quality of life in communities. McGee Wealth Management strives to become, through philanthropy and community service, to have each employee work towards becoming a valuable agent of positive change.

McGee Wealth Management employs 16 employees and has a long history of making it a corporation mission to give to the community through civic involvement, work on community committees that align with corporate mission values, and offer financial support to projects that support strong communities.

 

2014 NABCAP Premier Advisor

 

December 3, 2014 | Portland, Ore…..McGee Wealth Management, a Portland, Oregon Financial Advisory and Wealth Management Firm is awarded the 2013 NABCAP Premier Adviser Award.

The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both financial investors and financial advisory practices.

NABCAP’s primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. “To receive such recognition from an independent organization is an honor,” says Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management.

McGee Wealth Management, Inc. has served individuals, multi-generational families, executives, and business owners for over 30 years, with a mission is to make a positive, enduring difference in clients’ lives through sharing knowledge, experience, wisdom, and passion.

McGee Wealth Management pledges six core values. Trust, partnership, caring, wisdom, foresight, and giving back encompass the McGee Wealth Management mission. The firm builds long lasting relationships through integrity, a commitment to thoughtful consideration for each client needs using informed judgment and intuitive insight. "Our clients know that we listen and incorporate their goals into a financial plan for their optimum satisfaction and success,” McGee says.

McGee Wealth Management boasts many accolades and awards, and believes that their tireless service to the community is a key component to the integrity of their business.

Criteria for the NABCAP Premier Adviser Award may include: team Dynamics, Years of Experience, Credentials/Designations, Average AUM per Client, Planning, Investment & Risk Philosophy, Fee/Cost Structure, Customer Service, and U4/ADV Status.

 

2013 Woman of Distinction

 

November 14, 2013 | Portland, Ore…..Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management has been chosen as the 2013 Women of Distinction by the Network for Women Advisers. This award is given to women advisers with Raymond James who are exceptional in both their professional and personal contributions. To be considered for the award, advisers must be a member of a Raymond James Financial Services, Inc. recognition council, show leadership by mentoring those around them, and have a history of community involvement that is beyond a financial commitment such as serving as active volunteers, board members and local representatives.

McGee has served on executive boards for many local organizations throughout the years. In the past, she has worked with non-profits to provide community support through social causes as well as contributed to programs that improve financial confidence and ethics. She currently serves on the President’s Advisory Council for Dr. Andrea Cook of Warner Pacific College, an organization that shares Judith’s vision of creating stronger, happier, and better communities.

“The Raymond James Network for Women Advisers 2013 Women of Distinction Award is given to those who inspire others. These women are making a difference and that is something to recognize and celebrate,” says Nicole Spinelli, director of the Network for Women Advisers at Raymond James. The Women of Distinction Awards were presented during an award ceremony at the Women’s Symposium on Tuesday, October 22nd in St. Petersburg, Florida.

“It is an honor to be recognized for expressing my values through helping organizations and groups in my community that make a difference. I continue to mentor young talent to help them grow into tomorrow’s industry leaders,” Judith McGee says.

 

Judith McGee presents how to loan money to your adult children on AM Northwest

 

August 5, 2013 | Portland, Ore…….Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management offers tips on lending money to children through True Wealth, her new column in Boom Boomers and Beyond Magazine. In the most recent True Wealth column titled ‘Don’t Be The Bank’ McGee points out that while many Gen Xers and Millenials have financial challenges from job scarcity and student loan debt, parents need to make careful choices about lending or gifting money to their kids.

“Don’t drain savings or dip into retirement funds to bail kids out,” McGee advises. Family dynamics are also an important consideration when offering financial help. Jealousy and resentment can build if transparent communication about motivations and details of any financial transaction between family members is not clearly defined. “Lending money must be conducted in a business-like manner, even between family members. Put the terms in writing, agree on a payment schedule and consider an interest rate. This is a money learning opportunity for the child,” McGee says.

McGee also advises that parents should know about the “applicable federal rate”, a rule stating that a minimum rate of interest set by the Treasury must be charged if loaning to a family member, or the parent will risk having to pay a gift tax and possibly have other income tax consequences if the loan is sizeable.

McGee recommends parents collateralize a loan at the bank and have the child borrow from the credit union or bank. The money stays in a Certificate of Deposit and the child fills out a loan application that is secured by the CD. This establishes a credit rating for the child, the loan is 100% secured, and the interest rates are usually around 2% above the bank rate of the CD.

The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision. This information is not intended as a recommendation to buy or sell any investment referred to herein. You should discuss tax and legal matters with the appropriate professional. Any opinions are those of Judith A. McGee and not necessarily those of RJFS or Raymond James.

 

Shifting Generational Values: A Forecast for Future Economic Trends

 

February 22, 2013 | At a recent Oregon Women Lawyers networking event held in Portland, Judith McGee, chief executive officer and co-branch manager of McGee Wealth Management, drew the crowd’s attention to formative attitudes each generation shares and how these differences shape economic environments in the home, workplace and country at large.

Gesturing to her daughter and granddaughter, McGee demonstrated the generational gaps found in many companies to a group of about 50 professional women of all ages. Her business is composed of three generations of women, who all bring similar but different perspectives to the mix, and in particular, varying views on finances.

“My daughter is my co-manager and president, and my granddaughter is our marketing manager. I learn from both, and hopefully they have learned some things from me. We can use that understanding of our differences in order to move forward to a better, more successful future. And by success, I mean in all areas of life,” she said.

McGee believes that understanding the economic environment in which each generation came of age will help forecast trends in technology, housing, the economy and careers as we move forward.

McGee offered examples of the different economic worlds that each generation has faced, beginning with the “Depression Era” (born 1912-1921). This generation could buy a house for an average of $3,845, or twice the average annual salary of $1,970. This was a money saving generation that used cash to purchase what they wanted.

She compared the above scenario to the “Baby Boomers,” (born 1946-1964) a group she divided into two segments. While both had access to credit and used it, the second half of the generation was the first group to drive the economy through credit.

Spending habits and a country’s economic health influence how generations view the world, McGee explained. Each generation views money differently: The Depression Era generation saved and paid in cash; the first wave of Baby Boomers were the first credit card holders; the second wave of Baby Boomers were fearless borrowers; Generation X (Born 1966-1979) is made up of conservative spenders who demand their presumed worth in the job market; and Generation Y spends more on social experiences than material goods.

McGee's presentation was taken from research for a book she is writing. Understanding the differences among generations will help shape our country’s economic success, she stated. “As a nation, we are generally positive people. We should build on that optimism by understanding where we are and where we have been. That understanding will help us build the successful future we all want,” she said.

McGee recalled the recent global financial crisis and how it has affected each generation and the population as a whole. One in seven mortgages during the onset of the most recent economic crisis (2007) were “underwater.” With an unemployment rate of 10% during the height of the crisis, American wealth declined by an average of 63%. One in seven children were living with a parent who had lost his or her job. More frighteningly, 20% of families living in the U.S. during the crisis did not have enough money to buy food. Time will only tell how the most recent economic climate will impact the generation growing up now, however, she said.

Forecasting the future, McGee said her research suggests more reliance on advanced and accessible technology, increased online media coverage and careers that mirror the STEM (Science Technology Engineering and Math) program being promoted and funded by federal and state governments.

For example, Generation Y is very driven by philanthropy and sustainability and wants to make the world a better place. Because of these generational traits McGee predicts that we’ll see more jobs in cyber security, genetic counseling, medical and technology areas. Similarly, there will likely be more employment opportunities in sustainability and organic farming.

McGee encourages us to embrace these generational differences when looking to the future. “We can view our generational differences as communications challenges or building blocks for the future,” she said. She fondly refers to this process as “co-mentorship,” a tool that we can use to our advantage in the workplace or otherwise. As McGee concluded her presentation, she took her own advice by proudly acknowledging her granddaughter’s PowerPoint slides used in her presentation.

 

Judith McGee one of the “Top 100 Women Financial Advisors” by Barron’s

 

McGee Wealth Management Announces Chair/CEO Judith McGee is Chosen as one of the “Top 100 Women Financial Advisors” in the Country by Barron’s

January 19, 2013 | Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management has been selected as one of Barron’s 2013 “Top 100 Women Financial Advisors” in the country. This prestigious listing is published by Barron’s Financial Newspaper. McGee ranked #69 in the United States overall and these accolades mark the eighth consecutive year that McGee has been selected for Barron’s “Top 100 Women Financial Advisors” list.

Barron’s financial newspaper, published by Dow Jones & Co., produced the listing of distinguished advisors by weighing various criteria such as assets under management, revenue generated, and the overall quality of the advisor’s practice.
Judith McGee is frequently recognized as one of the nation’s top wealth managers by leading industry publications. Among them, Barron’s magazine has named McGee to its list of Top 1,000 Wealth Advisors in the U.S. every year since 2009, also ranking her as one of Oregon’s top ten. McGee attributes this prestigious achievement to her clients for their mutual trust and continued support, reinforcing her belief that putting her clients first is the best way to do business.

McGee Wealth Management is a fee based advisory wealth management firm integrating financial services with holistic planning, consulting, and asset management. With the exemplary credentialed staff, comprehensive services, and philanthropic recognition, McGee Wealth Management believes their “Making Life a Richer Experience” motto exemplifies their stellar client relationships, built on trust and collaboration, with a strong focus on the financial needs of multi-generational families.
The Barron’s Top 100 Women Financial Advisors’ ranking and the Top 1,000 reflects the volume of assets overseen by the advisors and their teams, revenues generated by the firms and the quality of the advisors’ practices.

 

Local Wealth Management Firm Sponsors Oregon Health and Science University ‘Women, Health and Happiness’ Event

 

McGee Wealth Management joins expert physicians to discuss key women’s health issues on April 17

March 26, 2013 | PORTLAND, Ore. – McGee Wealth Management (MWM) is partnering with Oregon Health and Science University (OHSU) to host “Women, Health and Happiness,” an evening of fine dining and presentations from OHSU’s leading experts on women’s health. The event will be held on April 17 from 6:30 p.m. to 8:30 p.m. at Aquariva Portland at the River’s Edge Hotel and Spa, located at 0470 SW Hamilton Ct., Portland, OR 97239.

McGee Wealth Management embraces a philosophy that encourages people to enrich their lives by leading a positive, healthy lifestyle. To share the firm’s mentality with the community, MWM President and CCO and Raymond James Co-Branch Manager D. Linette Dobbins contributes annually to OHSU’s Circle of Giving, a prestigious group of women who support the OHSU Center for Women’s Health. She donates annually and participates in continuing education programs that aim to blend medicine and philanthropy.

“The Circle of Giving is an essential component of our philanthropic efforts at McGee Wealth Management,” commented Dobbins. “The contributions made by Circle of Giving donors provide funding to basic research and specialized programs at the hospital, and it’s incredible to know that those medical advancements will impact the lives of women all over the world.”

Event speakers include the following experts from OHSU:

Sanjiv Kaul, M.D., a cardiology specialist who pioneered the field of microbubble echocardiology, a powerfully effective screening test for the early detection of coronary heart disease. As the head of the division of cardiovascular medicine, his major clinical and research interest is coronary artery disease.

Elizabeth Eckstrom, M.D., M.P.H., associate professor and director of geriatrics and co-director for the OHSU Healthy Aging Alliance. She practices both primary care and consultative geriatrics and focuses on promoting a healthy lifestyle in older adults and in educating all health professionals to be competent in the care of older adults.

Michelle Berlin, M.D., M.P.H., an OB/GYN and preventive medicine specialist whose clinical efforts focus on the maintenance of health and disease prevention for women, including evaluating abnormal Pap tests with colposcopy and other procedures. Her research pursuits also focus on screening and prevention services, particularly cancer screening and detection, disease prevention and health promotion.

Note: OHSU, the speakers and the companies they represent are independent of Raymond James. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or use of information regarding any website’s users and/or members. * Ranked on assets under management. McGee was among the Top Women-Owned Businesses in 2011 and 2012, and was named Oregon’s Top Independent Investment Advisor in 2008. In 2005, she was recognized on the Power List of the Top 25 Financial Advisors in Oregon. 

 

McGee Wealth Management CEO Helps Navigate Challenges for Small Businesses in 2013

 

Award-winning wealth management firm hosts seminar for small business owners on Jan. 23, 2013

March 15, 2013 | PORTLAND, Ore. McGee Wealth Management (McGee) is set to host “Small Business Strategies for 2013,” an informational seminar that will help small business owners identify and navigate financial challenges and opportunities in the new year. The seminar will be held on Wednesday, Jan. 23, 2013, from 4-6 p.m. in the University Club of Portland’s Fireside Room, located at 1225 SW 6th Ave., Portland, OR 97204.

The seminar will feature presentations from McGee CEO and Raymond James Co-Branch Manager Judith McGee, JD Fulwiler & Co. Insurance Advisor Trisha Fulwiler and Evers Law Office, P.C. Estate Planning Attorney Erin Evers. These distinguished women will provide a comprehensive view of how tax, insurance and investment decisions will impact small businesses in 2013. Seminar topics include the following:

  • The top five insurance mistakes made by small business owners
  • What to expect from the new health care bill
  • Highlighting estate and income tax legislation
  • Impact of the fiscal cliff deal and planning opportunities
  • The importance of holistic planning; defensive and offensive strategies

“Economic and political changes in the new year will pose new challenges for small business in Oregon,” said McGee. “We have a responsibility to help companies identify these challenges and develop strategies that will help their business grow and thrive well into 2013.”

Seminar speakers are well-known thought leaders in their respective industries. As McGee Wealth Management’s founder, Chair and CEO, and Raymond James Financial Services’ Co-Branch Manager, McGee is frequently recognized as one of the nation’s top wealth managers by industry experts, including Barron’s magazine and Registered Rep. magazine*. Fulwiler specializes in both commercial and personal insurance, and is president of JD Fulwiler & Co. Insurance, which has consistently ranked among the top five locally owned insurance agencies in Oregon according to The Portland Business Journal. Evers is an attorney and certified public accountant whose practice focuses on meeting the needs of wealthy individuals and small business owners, and whose specialties include contracts, real estate transactions, tax and estate planning, elder care issues and probate and trust administration.

* Barron’s rankings are based on tenure, assets under management, production, client retention, and other qualitative measures. Registered Rep: Advisors are ranked by assets under management, effective Nov. 1, 2011. Only those advisors for whom a majority of assets correspond to retail clients were eligible for the list. Meridian confirmed its data with the advisors’ IBDs. The opinions and services of Trisha Fulwiler, Erin Evers and the companies they represent are independent of Raymond James Financial Services, Inc. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

 

Judith McGee recognized for fifth consecutive year by leading financial analysis publication

 

February 28, 2013 | PORTLAND, Ore. – Judith McGee, CEO of McGee Wealth Management and Co-Branch Manager for Raymond James Financial Services, has been named among the nation’s Top 1,000 Advisorsby Barron’s Magazine for the fifth consecutive year. The annual report, which was released earlier this month, also ranks McGee sixth on its list of the Top 100 Advisors in Oregon, another recognition that she’s received every year since 2009.

“Top advisors are drawing more client assets amid the anxieties of the current market,”

according to Barron’s. “Our top 1,000 are clearly an experienced group. The typical member has been in the industry for 26 years, with 19 years at their current firms. They’re generally backed up by teams of about 10 people and boast client-retention rates of about 98 percent annually.”

McGee echoed those concerns about the current market, adding, “In what’s proven to be another challenging year for businesses and individuals across the country, we’re extremely proud of the service we’ve been able to provide for our clients. I’m confident that our holistic approach to wealth management, which focuses on improving both financial health and quality of life for clients, is one of the primary reasons we’ve appeared on this list for consecutive years.”

For more than 36 years, Judith McGee has provided investment and financial advisory services to individuals and businesses nationally. As McGee Wealth Management’s founder, Chair and CEO, and Raymond James Financial Services’ Co-Branch Manager, she is frequently recognized as one of the nation’s top wealth managers by leading industry experts, including Research magazine and Registered Rep. magazine.

In 2012, McGee was also named one of Barron’s Top 100 Women Advisors for the second year in a row, and received the Raymond James’ Top Women Advisors award at its annual Women’s Symposium held in St. Pete Beach, Fla., in November. The award recognizes female advisors who practice exemplary wealth management and act as a superior example to other women in their field.

The Barron’s Top Financial Advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated by the firms and the quality of the advisors’ practices. Rankings for Top Female Advisor for Raymond James Financial are based on production. Registered Rep Magazine (2007, 2008, 2011): Advisors are ranked by assets under management, effective Nov. 1, 2011. Only those advisors for whom a majority of assets correspond to retail clients were eligible for the list. Meridian confirmed its data with the advisors’ IBDs. Research Magazine (2004, 2006): Compiled by industry researcher R.J Shook of the Winner’s Circle Organization, who weighed factors such as assets under management. Portland Business Journal (2005, 2008, 2011, 2012): Compiled by industry researcher R.J Shook of the Winner’s Circle Organization, who weighed factors such as assets under management.

 

Local Wealth Management Firm Hosts Oregon Author Jane Kirkpatrick for Meet and Greet

 

February 25, 2013 | PORTLAND, Ore. – McGee Wealth Management (McGee) will host a meet and greet withJane Kirkpatrick, a best-selling author and frequent keynote speaker whose historical fiction novels dramatize pioneer life and the great American West. The event will be held on March 6 from 4 p.m. to 6 p.m. at McGee, located at 12455 SW 68th Ave., Portland, OR 97223.

Jane Kirkpatrick is an award-winning author whose essays have appeared in Decision Magazine, Daily Guideposts and more than 50 other publications. She has also published 17 historical novels and three nonfiction books, including her memoir, “Homestead,” which tells the story of her journey to begin a new life along the John Day River in eastern Oregon. The novel earned her recognition as the Distinguished Northwest Writer of 2005.

Kirkpatrick has spoken extensively at the international level, and was a featured speaker for the European Council of International Schools in Nice, France, and Sorrento, Italy, and for the Word Guild in Guelph, Ontario, and Edmonton, Alberta.

She is donating her time for this event, after McGee Wealth Management succeeded in its bid to host the author at Warner Pacific College’s 2012 President’s Tea Auction. After making the special stop for McGee, she’ll continue her tour of speaking engagements throughout Oregon and Washington.

The opinions and services of Jane Kirkpatrick are independent of Raymond James. Links are being provided for information purposes only. Raymond James in not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

 

Wealth Management Firm CEO Meets with India’s Business Leaders and Electeds

 

January 15, 2013 | PORTLAND, Ore. – McGee Wealth Management CEO and Raymond James Co-Branch Manager Judith McGee recently traveled to India’s Golden Triangle (Delhi, Agra and Jaipur) as a Raymond James’ Chairman’s Council member, where she spent more than a week meeting with local business leaders, small business owners and public officials to learn about global wealth management and finance operations.

Raymond James’ Chairman’s Council members take annual trips abroad in an effort to broaden their understanding of the world and establish connections beyond the United States.

“It was exciting to witness and learn from a culture that uses free enterprise to drive its businesses to succeed,” said McGee. “With a better understanding of India’s economy and how its companies thrive in local and foreign markets, we can better service our clients looking to explore global investments.”

The trip featured a visit with former Indian Ambassador Prakash Shah, who offered his own expertise about the economic and financial influence of the country. Shah also served as permanent representative to the United Nations (U.N.), and was the special envoy for the U.N. secretary general in Iraq, providing a unique vantage point from which to discuss strategic, economic, and investment issues affecting India and its neighbors.

Council eligibility requires that members personally manage more than $1.5 million, or qualify as a branch manager who produces at least $3.75 million. Judith McGee has been a member since 1992.

 

MWM Rounds out a Year of Giving with a Contribution and Pledge to Children’s Book Bank

 

Local financial advising firm donates more than $42,000 to area charitable organizations in 2012

December 19, 2012 | PORTLAND, Ore. – McGee Wealth Management recently joined Warner Pacific College at the college’s Christmas Advent Brunch, benefitting the Children’s Book Bank. This year the financial advising firm donated more than $42,000 to charitable organizations throughout the state.

Linette Dobbins (CCO of MWM and Co-Branch Manager of Raymond James) and Ashley Baldwin (Marketing Coordinator) attended the Warner Pacific Christmas Advent Brunch on Dec. 1, 2012, as personal guests of the school’s president, Dr. Andrea Cook. The annual event unites students, faculty and allies within the community to join in the college’s ethic of service and support its philosophy of “In the City, For the City.” McGee provided a holiday donation to the Children’s Book Bank on behalf of their clients, and has since extended its commitment by pledging to sponsor a book drive in April 2013.

“The McGee team feels that through philanthropic contributions in our community and beyond we can help make life a richer experience for our friends, family, clients and the public at large,” said McGee CEO Judith McGee. “The holidays present us with another opportunity to support good causes and improve the lives of those in need.”

The Children’s Book Bank encourages community members to organize their own book drives, raising awareness about the need for books and reaching families who might have books to give. For those interested in coordinating a book drive, the organization provides suggestions and materials on its website at Book Drive Basics.

This holiday season, McGee’s team is also encouraging its clients to donate to causes they believe in. Independent investment advisors educate clients about donation options tailored to their particular lifestyle and preferences and contribute on their behalf, reinforcing the firm’s mission to give back and support causes close to home and around the world.

In 2012, McGee Wealth Management donated more than $42,000 to area nonprofits and charitable causes. Other ways that the firm gives back to its community is by having its advisors serve as board members for local nonprofits, including the Metropolitan Family ServicesCircle of Giving for the OHSU Foundation, YWCA-PDX and the Girl Scouts of Oregon and Southwest Washington.

The organizations below are just a small sample of the groups that receive support from McGee Wealth Management and its clients:

  • Metropolitan Family Services
  • Warner Pacific College
  • PSU Foundation
  • OHSU Foundation
  • Children’s Book Bank
  • Itafari Foundation
  • YWCA
  • Girl Scouts of Oregon and Southwest Washington
  • Local Food Banks
  • Abuse Recovery Ministry & Services
  • March of Dimes
  • Firstgiving.com
  • Loaves & Fishes

McGee Wealth Management, Inc. is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Organizations listed above are not affiliated with Raymond James.

 

McGee Wealth Management CEO and CCO Named Raymond James’ Top Women Advisors

 

CEO and CCO from one of Oregon’s top wealth management firms recognized for their superior performance at Raymond James’ 18th annual Women’s Symposium

November 13, 2012 | PORTLAND, Ore. — Raymond James Financial Services, Inc. (Raymond James) affiliates Judith McGee and Linette Dobbins ofMcGee Wealth Management received the Raymond James’ Top Women Advisors award at this year’s annual Women’s Symposium hosted by the firm’s Network for Women Advisors in St. Pete Beach, Fla., earlier this month. The award recognizes female advisors who practice exemplary wealth management and act as a superior example to other women in their field.

McGee and Dobbins were honored at the symposium dinner, where more than 170 of the Raymond James’ top female advisors gathered to discuss financial planning, practice management and client service. Raymond James’ Network for Women AdvisorsDirector Nicole Spinelli recognized the women and presented them with the award.“

Raymond James is proud to recognize these women for their high caliber of wealth management and for setting the bar for other women in the field,” said Spinelli. “They each epitomize the upper echelon of our company’s advisors, whose skills and determination have made them some of the best in the industry.”

For more than 36 years, McGee has provided investment and financial advisory services to individuals and businesses nationally. As McGee Wealth Management’s founder, Chair and CEO, and Raymond James Financial Services’ Co-Branch Manager, she is frequently recognized as one of the nation’s top wealth managers by leading industry experts,* including Barron’s magazine, Research magazine and Registered Rep. magazine. As a national speaker and writer, she has published numerous articles, books and columns, including her most recent works, “J.K. Lasser Personal Investment Planner” and “Random House Personal Investment Management Guide.” McGee is also a regular columnist for the Portland Daily Journal of Commerce and a feature columnist for the Portland Business Journal.

This Raymond James’ Top Women Advisors award came shortly before McGee was named on Barron’s 2012 Top 100 Women Financial Advisors list for the sixth consecutive year. In addition to being ranked nationally, she was also named fifth on Barron’s 2012 Top Advisor Rankings in Oregon list.

Dobbins, McGee’s daughter and business partner, has helped the business to become one of Oregon’s leading wealth management firms. With more than a quarter century in the personal finance and investment management field, she has co-written books with McGee and taken part in creating a nationally acclaimed law enforcement training project on investment fraud and financial exploitation of seniors. Also a Raymond James Financial Services’ Co-Branch Manager, Dobbins is on Raymond James’ advisory committees for her talents and knowledge in all areas of technology (e.g., data storage, CRM, mobility, financial planning, and trading software) and FINRA and RIA compliance.

*Recognition is typically based on assets under management, revenue, industry experience, etc.

Rankings for Top Female Advisor for Raymond James Financial are based on production. Barron’s rankings are based on tenure, assets under management, production, client retention, and other qualitative measures. Registered Rep: Advisors are ranked by assets under management, effective Nov. 1, 2011. Only those advisors for whom a majority of assets correspond to retail clients were eligible for the list. Meridian confirmed its data with the advisors’ IBDs.