A highly capable and caring wealth management team

A highly capable and caring wealth management team

Running a successful financial firm is truly a group effort. At McGee Wealth Management, we have established a team of skilled professionals to support our comprehensive wealth management services and provide an exceptional client experience. The MWM Professional Team champions client relationships by coordinating planning and service needs with their advisors to ensure a stellar client experience. Like a concierge, they are a primary point of contact. They provide meeting documentation, implementation and follow-up, and manage various transactions, including issuing checks, processing wires, making ACH transfers, and processing deposits. They also assist with financial planning software to help clients with accessing and updating their accounts and financial information. In short, they guide all aspects of the MWM process.

YOUR MWM PROFESSIONAL TEAM

Theresa M. Bedard

Director of Investment Operations, MWM
Registered Principal, RJFS

Theresa is a key member of the MWM Investment Management Team, assists the Chief Compliance Officer and leads the Compliance Committee. Her role includes managing the securities trading desk and overseeing client portfolio reporting. She communicates with clients’ tax preparers on their behalf. Theresa provides exceptional and timely service to clients, and assists them in referencing past records and investment information. She holds Series 7, 66 and 24 securities licenses.

Carolyn Ann Muller

Client Care Manager, MWM
Branch Professional, RJFS

Carolyn responds to client service requests and manages client care. She also performs various transactions, including issuing checks, processing wires, making ACH transfers, and processing deposits.

Nikki Ivins

Client Operations Associate (MWM)
Branch Professional (RJFS)

Nikki supports the MWM team by primarily managing client account paperwork. Her background in compliance and account administration gives her the knowledge and detail to track the entire firm's account processes and complete account status changes with precision.

Joel Schierman

Paraplanner, MWM
Registered Representative, RJFS

Joel supports the Director of Financial planning through contributions to client service operations and communications, review preparation, data entry for financial planning in the McGee Wealth Management System and Raymond James, and data report generation for clients and advisors.

Laurie Macielinski

Client Care Assistant (MWM)
Branch Professional (RJFS)

Laurie is often the first point of contact for callers and visitors to the MWM office. She is responsible for scheduling meetings and connecting clients with the appropriate MWM team members for assistance. Her role includes keeping client information up-to-date in our relationship management database to allow seamless communication internally and with those we serve.

James Roundy

Client Service Associate (MWM)
Branch Professional (RJFS)

James is new to the MWM team in September. He will provide administrative support to the financial planning team. His work allows our Certified Financial Planning Professionals® to focus on modeling data and assessing recommendations for clients.

Ashley Baldwin

Director of Marketing
Branch Professional, RJFS

Ashley leads McGee Wealth Management’s marketing and communications efforts by implementing branding strategies, planning and executing events, facilitating the firm’s communications and processes, and developing relationships with clients and community leaders. Ashley takes pride in ensuring that clients feel connected to their financial lives with help from her efforts. She also coordinates MWM’s philanthropic outreach and initiated a company-wide effort to take part in community charities.

Erin R. Wheatcraft

Director of IT and Operations, MWM
Branch Professional, RJFS

Every business needs an Erin, someone to keep our office running smoothly and someone who can do almost anything. She supports IT and facilities management, and assists with client service and electronic records. She is also assigned to special projects and personally assists the executive team. She helps familiarize clients with financial services technology, such as the MWM System and Raymond James Investor Access.

Brittani Woodruff

Client Records Manager, MWM
Branch Professional, RJFS

Brittani manages electronic client records and plays a key role in preparing for client reviews and planning meetings. She also leads the Operations Committee which reviews client service processes. She applies her attention to detail when organizing and retrieving documents for our clients and advisors, ensuring that records are maintained and easily accessible. Brittani has helped McGee Wealth Management transition from paper filing to electronic recordkeeping, resulting in increased efficiency in our office.

Theresa M. Bedard

Director of Investment Operations, MWM
Registered Principal, RJFS

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Read Theresa's Bio

Theresa is a key member of the MWM Investment Management Team, assists the Chief Compliance Officer and leads the Compliance Committee. Her role includes managing the securities trading desk and overseeing client portfolio reporting. She communicates with clients’ tax preparers on their behalf. Theresa provides exceptional and timely service to clients, and assists them in referencing past records and investment information. She holds Series 7, 66 and 24 securities licenses.

Carolyn Ann Muller

Client Care Manager, MWM
Branch Professional, RJFS

Email
Read Carolyn's Bio

Carolyn responds to client service requests and manages client care. She also performs various transactions, including issuing checks, processing wires, making ACH transfers, and processing deposits.

Nikki Ivins

Client Operations Associate (MWM)
Branch Professional (RJFS)

Email
Read Nikki's Bio

Nikki supports the MWM team by primarily managing client account paperwork. Her background in compliance and account administration gives her the knowledge and detail to track the entire firm's account processes and complete account status changes with precision.

Joel Schierman

Paraplanner, MWM
Registered Representative, RJFS

Email
Read Joel's Bio

Joel supports the Director of Financial planning through contributions to client service operations and communications, review preparation, data entry for financial planning in the McGee Wealth Management System and Raymond James, and data report generation for clients and advisors.

Laurie Macielinski

Client Care Assistant (MWM)
Branch Professional (RJFS)

Email
Read Laurie's Bio

Laurie is often the first point of contact for callers and visitors to the MWM office. She is responsible for scheduling meetings and connecting clients with the appropriate MWM team members for assistance. Her role includes keeping client information up-to-date in our relationship management database to allow seamless communication internally and with those we serve.

James Roundy

Client Service Associate (MWM)
Branch Professional (RJFS)

Email
Read James' Bio

James is new to the MWM team in September. He will provide administrative support to the financial planning team. His work allows our Certified Financial Planning Professionals® to focus on modeling data and assessing recommendations for clients.

Ashley Baldwin

Director of Marketing
Branch Professional, RJFS

Email
Read Ashley's Bio

Ashley leads McGee Wealth Management’s marketing and communications efforts by implementing branding strategies, planning and executing events, facilitating the firm’s communications and processes, and developing relationships with clients and community leaders. Ashley takes pride in ensuring that clients feel connected to their financial lives with help from her efforts. She also coordinates MWM’s philanthropic outreach and initiated a company-wide effort to take part in community charities.

Erin R. Wheatcraft

Director of IT and Operations, MWM
Branch Professional, RJFS

Email
Read Erin's Bio

Every business needs an Erin, someone to keep our office running smoothly and someone who can do almost anything. She supports IT and facilities management, and assists with client service and electronic records. She is also assigned to special projects and personally assists the executive team. She helps familiarize clients with financial services technology, such as the MWM System and Raymond James Investor Access.

Brittani Woodruff

Client Records Manager, MWM
Branch Professional, RJFS

Email
Read Brittani's Bio

Brittani manages electronic client records and plays a key role in preparing for client reviews and planning meetings. She also leads the Operations Committee which reviews client service processes. She applies her attention to detail when organizing and retrieving documents for our clients and advisors, ensuring that records are maintained and easily accessible. Brittani has helped McGee Wealth Management transition from paper filing to electronic recordkeeping, resulting in increased efficiency in our office.

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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