Linette Dobbins serves as Mercer Advisors Portland South Director and Senior Wealth Manager. Prior to joining Mercer Advisors in 2021, she was the driving force behind the success of McGee Wealth Management helping develop the business into one of Oregon’s leading wealth management firms. Linette helped define and implement the firm’s vision and interfaced with regulatory agencies and supervised all investment and financial planning functions.
With more than a quarter century in the personal finance and investment management field, Linette demonstrates a special talent for translating complex financial issues into simple, understandable concepts, and creating action plans to help meet clients’ individual goals. Linette thrives on helping small businesses and multigenerational families manage, preserve, and transfer their wealth in a meaningful way.
In 2000, Linette became a CERTIFIED FINANCIAL PLANNER™ professional. She worked with Judith McGee on two CrimeLine® law enforcement training projects; Investment Fraud and Financial Exploitation of Seniors, the latter receiving national acclaim as an extended learning program for New York’s Bellevue University. She is a former board member of The Financial Planning Association (FPA) of Oregon and SW Washington. Linette holds FINRA securities licenses through Lion Street Financial, LLC. (LSF), member FINRA & SIPC, Austin, Texas. She is life, health and variable annuity licensed in Oregon and Washington.
Giving back is paramount to the McGee team. Throughout her career, Linette exemplifies the concept of selfless contribution of time and talent to organizations such as the prestigious Circle of Giving that benefits women’s health research at Oregon Health & Science University, The Portland, Oregon Rose Festival Foundation Board, The Women’s Leadership Alliance mentoring program and other nonprofit professional and community organizations.
Linette and husband, Steve, raise Appaloosa horses on a small farm in Aurora, Oregon. Together, they have four grown children and six grandchildren. Linette is a talented photographer and enjoys travel.