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

Judith A. McGee, L.H.D., CFP®, ChFC®

Portland South Executive Vice President and Senior Lead Advisor

Judith serves as Executive Vice President and Senior Wealth Advisor serving clients throughout the United States. 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 proud to have been included in the 2019 Investment News “Women on the Move” and in 2019, Barron’s magazine named McGee to its Women Advisor Hall of Fame. She’s been on its list of Top 1,200 Wealth Advisors in the U.S. 2009-2021 and has ranked her as Oregon’s top advisor 2014-2021. In 2015, Judith was inducted into the prestigious Research Magazine’s Advisor Hall of Fame.

In 1979, Judith became one of the first women in the western United States to be a CERTIFIED FINANCIAL PLANNER™ professional.

Judith is a respected national speaker and published author by Simon and Schuster and Random House. Her topics include 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.

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.

Judith’s influence has created a branch 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 served on the President’s Advancement Council for Warner Pacific College and played a key role in developing the Social Entrepreneurship degree program. She is a former trustee for the Multnomah County Library Foundation and is currently Board Treasurer of the NW Rice Museum of Rocks & Minerals and 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.

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1. Click here for award criteria and disclosures.

2. 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.

3. 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.
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