Our Experts

Judith McGee

Financial Planning, Investment and Senior Fraud Expert

Judith has more than two decades of experience in financial planning and is recognized as one of the country’s leading financial planners. She advises individuals and businesses throughout the world, primarily in the Pacific Northwest, with investment management, retirement and estate planning, succession planning and strategic philanthropy.

Judith is CEO and Chairman of McGee Financial Strategies, Inc. and is a registered principal and Branch Manager with Raymond James Financial Services, Inc. Member NASD/SIPC. She is also a Founding Board of Directors member for Town Center Bank and is Immediate Past President of William Temple House, a social services organization.

Judith can be contacted at McGee Financial: www.mcgeenet.com

Financial Planning, Investment Fraud, Senior Fraud Instructor and Author

Judith has authored and taught courses on investment fraud and the financial exploitation of seniors. In addition, she is a regular columnist for local and national newspapers and magazines and has been an author for Simon & Schuster and Random House.

Professional Recognition

Judith was recently honored as #15 of the top 100 Women Financial Advisors by Barron’s and was one of six financial advisors featured by The Winner’s Circle, Research Magazine.

Judith McGee

Vital Statistics

  • CEO and Chairman of McGee Financial Strategies
  • #15 of the Top 100 Women Financial Advisors
  • 20+ years of financial planning experience
  • Expert in financial planning, investment fraud and senior fraud
  • Author and course instructor
  • LHD, Certified Financial Planner®
  • www.mcgeenet.com

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