Judith A. McGee, L.H.D., CFP®, ChFC®, CLU®

Chair/CEO, MWM

Co-Branch Manager, RJFS

Barron’s magazine has named McGee to its list of Top 1,000 Wealth Advisors in the U.S.2 2009-2016 and has ranked her as Oregon’s top advisor 2014-20173. Financial Times has listed her on their list of Top 4004 nationally 2014-2015, and in 2015, Judith was inducted into the prestigious Research Magazine’s Advisor Hall of Fame5.

 

In 1979, Judith became one of the first women in the western United States to be a CERTIFIED FINANCIAL PLANNER™1 professional. In November 1989, Judith joined Raymond James Financial Services, Inc., member FINRA/SIPC (“RJFS”). McGee has been on the RJFS Chairman’s Council as a top-ranked advisor since 19926.

 

Throughout her career, Judith’s passion has been to share her years of experience and financial insight with her clients, with whom she builds strong, lasting relationships based on mutual trust. As an ardent consumer finance advocate, her approach has always been consumer-oriented and global in focus, specializing in investment management, retirement and estate planning, succession planning, and strategic philanthropy.

 

Judith is a respected national speaker and writer. Her topics include personal economics, leadership, and dynamics of families and generations. She has been a regular columnist and a guest columnist for the Portland Business Journal.

 

She contributed to the CRIMELINE Law Enforcement Training Program, sponsored by Experian, Financial Exploitation of Seniors and Investment Fraud. The project became an extended learning program, which won the Platinum Award for Excellence in online learning at Bellevue University in New York in 2007.

 

At MWM, Judith’s influence has created a culture of giving back to the community. She was a founding member of the Board of Directors of Town Center Bank, which was purchased by Columbia Bank of Tacoma, Washington, in 2007 and served on their Oregon Advisory Board. She currently serves on the President’s Advancement Council for Warner Pacific College and has played a key role in developing the Social Entrepreneurship degree program. She is a trustee for the Multnomah County Library Foundation and is Board Treasurer of the NW Rice Museum of Rocks & Minerals. She is a member of the Oregon Business Council Task Force on Poverty. 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.

 

Judith received an honorary Doctor of Humane Letters (LHD) from Warner Pacific College in 1993 for her life achievements, published works and service.

 

 

 

1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with  flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

2. Source: Barron's “Top 1,200 Financial Advisors,” 2018.  Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria.  Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

3. Source: Barron's “Top 100 Women Financial Advisors,”  2017 Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria.  Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

4. The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2014, roughly 1,500 applications received; 26.6% (400) were selected for the final list. In 2015, roughly 1,400 applications received; 28.5% (400) were selected for the final list. The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.

5. Research magazine “Advisor Hall of Fame,” 2015. Candidates who pass Research Magazine's rigorous screens have served a minimum of 20 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession.  Investor experience/returns were not considered as part of this ranking.(Number) advisors were bestowed with this honor out of approximately # candidates in (year). The finalists were determined by the wisdom and discernment of Research Magazine's panel of three independent industry distinguished judges. This recognition may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Research Magazine is not affiliated with Raymond James

6. Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

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Office: 503-597-2222

Fax: 503-598-8515

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Clients benefit most from consultative, caring and informed advisors; it's all about them."

"Clients benefit most from consultative, caring and informed advisors; it's all about them."

Judith A. McGee, L.H.D., CFP®, ChFC®, CLU®

Barron’s magazine has named McGee to its list of Top 1,000 Wealth Advisors in the U.S.2 2009-2016 and has ranked her as Oregon’s top advisor 2014-20173. Financial Times has listed her on their list of Top 4004 nationally 2014-2015, and in 2015, Judith was inducted into the prestigious Research Magazine’s Advisor Hall of Fame5.

 

In 1979, Judith became one of the first women in the western United States to be a CERTIFIED FINANCIAL PLANNER™1 professional. In November 1989, Judith joined Raymond James Financial Services, Inc., member FINRA/SIPC (“RJFS”). McGee has been on the RJFS Chairman’s Council as a top-ranked advisor since 19926.

 

Throughout her career, Judith’s passion has been to share her years of experience and financial insight with her clients, with whom she builds strong, lasting relationships based on mutual trust. As an ardent consumer finance advocate, her approach has always been consumer-oriented and global in focus, specializing in investment management, retirement and estate planning, succession planning, and strategic philanthropy.

 

Judith is a respected national speaker and writer. Her topics include personal economics, leadership, and dynamics of families and generations. She has been a regular columnist and a guest columnist for the Portland Business Journal. She has authored consumer resource books printed by Simon and Schuster and Random House, including J.K. Lasser’s Personal Investment Planner and The Random House Personal Investment Management Guide.

 

She contributed to the CRIMELINE Law Enforcement Training Program, sponsored by Experian, Financial Exploitation of Seniors and Investment Fraud. The project became an extended learning program, which won the Platinum Award for Excellence in online learning at Bellevue University in New York in 2007.

 

At MWM, Judith’s influence has created a culture of giving back to the community. She was a founding member of the Board of Directors of Town Center Bank, which was purchased by Columbia Bank of Tacoma, Washington, in 2007 and served on their Oregon Advisory Board. She currently serves on the President’s Advancement Council for Warner Pacific College and has played a key role in developing the Social Entrepreneurship degree program. She is a trustee for the Multnomah County Library Foundation and is Board Treasurer of the NW Rice Museum of Rocks & Minerals. She is a member of the Oregon Business Council Task Force on Poverty. 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.

 

Judith received an honorary Doctor of Humane Letters (LHD) from Warner Pacific College in 1993 for her life achievements, published works and service.

 

 

 

1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with  flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

2. Source: Barron's “Top 1,200 Financial Advisors,”  2018.  Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria.  Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

3. Source: Barron's “Top 100 Women Financial Advisors,”  2017 Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria.  Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

4. The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2014, roughly 1,500 applications received; 26.6% (400) were selected for the final list. In 2015, roughly 1,400 applications received; 28.5% (400) were selected for the final list. The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.

5. Research magazine “Advisor Hall of Fame,” 2015. Candidates who pass Research Magazine's rigorous screens have served a minimum of 20 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession.  Investor experience/returns were not considered as part of this ranking.(Number) advisors were bestowed with this honor out of approximately # candidates in (year). The finalists were determined by the wisdom and discernment of Research Magazine's panel of three independent industry distinguished judges. This recognition may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Research Magazine is not affiliated with Raymond James

6. Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

Judith A. McGee,

L.H.D., CFP®, ChFC®, CLU®

President/CCO, MWM

Co-Branch Manager, RJFS

"Clients benefit most from consultative, caring and informed advisors; it's all about them."

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Office: 503-597-2222

Fax: 503-598-8515