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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®

Chair/CEO, MWM
Co-Branch Manager, RJFS

Judith serves as Chief Executive Officer of McGee Wealth Management, Inc., Portland, Oregon 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 be included in the 2019 Investment News “Women on the Move”1 and in 2019, Barron’s magazine named McGee to its Hall of Fame2.  She’s been on its list of Top 1,200 Wealth Advisors in the U.S.2 2009-2019 and has ranked her as Oregon’s top advisor 2014-20193. Financial Times has listed the firm on their list of Top 4003 nationally 2014-2019 and in the Top 3003 in 2017 and 2018. In 2015, Judith was inducted into the prestigious Research Magazine’s Advisor Hall of Fame4.

In 1979, Judith became one of the first women in the western United States to be a CERTIFIED FINANCIAL PLANNER™6 professional. In November 1989, Judith joined Raymond James Financial Services, Inc., member FINRA/SIPC (“RJFS”). McGee has been a member of the top advisor RJFS Chairman’s Council since 19925.

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.

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 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.

Judith lives in Wilsonville, Oregon with her husband, Charles E. Defoe, Jr. and enjoys spending time with her grandchildren and great-grandchildren.

1. InvestmentNews Women to Watch Submissions were accepted and reviewed based on the following criteria: demonstration of success and leadership, power to effect change, willingness to share expertise and community service. Several hundred were nominate by their firms and the top 20 selected by the InvestmentNews staff. The ranking may not be representative of any one client’s experience, 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. InvestmentNews is not affiliated with Raymond James.

2. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s Hall of Fame Award, 2019. “Barron’s Hall of Fame” is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in 10 or more of Barron’s annual Top 100 Advisor rankings, and their long-looking commitment to excellence is a hopeful example for the industry to follow. The Top 100 Advisor 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 Top 1,200 Financial Advisors. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 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. The FT 400 and FT 300 were 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.

4. 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.

5. 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.

6. 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.
Making Life a Richer Experience

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through McGee Wealth Management, Inc. McGee Wealth Management, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.

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