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Judith McGee

Judith McGee

Formal First Name
Judith
Links
Website LinkedIn
Location
Portland

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.

Professional Experience

  • Judith was the first women in the ten western states to receive the Certified Financial Planner (CFP®) designation in 1979.
  • She is the Founding President of the ICFP Educational Foundation.
  • She has been a member of the top advisor RJFS Chairman’s Council since 1992.
  • She contributed to the CRIMELINE Law Enforcement Training Program, sponsored by Experian, Financial Exploitation of Seniors and Investment Fraud, which won the Platinum Award for Excellence.
  • Judith received an honorary Doctor of Humane Letters (LHD) from Warner Pacific College in 1993 for her life achievements, published works and service.
  • Judith is a financial columnist for Boom Magazine and a frequent guest on ABC Affiliate KATU’s AM Northwest.


Awards and Recognitions


Community Involvement

  • President's Advancement Council, Warner Pacific College
  • The Oregon Business Council Task Force of Poverty
  • Board Treasurer, NW Rice Museum of Rocks and Minerals
  • Co-Founder, Women's Leadership Alliance
  • Board of Director, Town Center Bank
  • Board Member, The Multnomah County Library Foundation
  • Executive Board Member, Metropolitan Family Service
  • Professional Advisory Board, The Oregon Community Foundation
  • Board of Directors, William Temple House

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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