Judith McGee, L.H.D., CFP®, ChFC®, Chief Executive Officer, Co-Founder, and Wealth Manager at McGee Wealth Management, has been an ardent consumer finance advocate with specialization in the areas of investment management, retirement and estate planning, succession planning, and strategic philanthropy. In 1989, Judith joined Raymond James Financial Services as a Co-Branch Manager. Judith is a respected national speaker and published author with topics on personal economics, leadership, and dynamics of families and generations. She has been a columnist and a guest columnist for the Portland Business Journal as well as other publications. Judith McGee is frequently recognized as one of the nation’s top wealth managers by leading industry publications such as Barron's, Forbes, Financial Times, and Research Magazine. Judith’s influence has created a culture of giving back to the community. Most recently, Judith co-founded Women’s Leadership Alliance, Inc., Florida, a non-profit dedicated to the advancement of women and others in the financial services profession.
Awards and Recognitions