Featured Stories

Other Pamplin Media Group sites

McGee selected for Barron's top 1200 list

Wilsonville resident Judith McGee, chairwoman/CEO of McGee Wealth Management, has been selected as one of Barron’s 2016 Top 1,200 Financial Advisors in the Country, and ranked number one in Oregon.

The listing is published by Barron’s, a financial publication.

“Over the next few years, I believe there will be an even higher demand for certified financial planner professionals,” said McGee, L.H.D., C.F.P. “Many CFP professionals are part of teams who serve a variety of clients with various needs from accumulating retirement assets to preserving their nest eggs. It’s a wonderful and satisfying career, especially for women. We’ve started a donor-advised fund with many of our accomplished women financial advisors to encourage women in the financial services field. I am honored to be on the Barron’s Top 1200 list and grateful to my dedicated teammates and the clients who have made our success possible.”

Published by Dow Jones & Co., the Barron’s listings assess advisers by weighing specific criteria such as assets under management, revenues generated for their firms and the overall quality of practices.

Regulatory records are examined and extensive questionnaires are filled out by the advisers themselves.

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 10.

McGee attributes these prestigious achievements 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.

In 1979, four years after starting as an advisor, McGee became one of the first female certified financial planner professionals.

McGee Wealth Management is a fee- and commission-based advisory wealth management firm integrating financial services with holistic planning, consulting and asset management.

The office is located at 12455 S.W. 68th Ave. in Portland, OR 97223.

Call 503-597-2222 or visit www.McGeeWM.com for more information.