Barron’s magazine has named McGee to its list of Top 1,000 Wealth Advisors in the U.S.2 every year since 2009-2016 and has ranked her as Oregon’s top advisor. Financial Times has listed her on their list of Top 4003 nationally 2014-2015, and 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™1 professional. In November 1989, Judith joined Raymond James Financial Services, Inc., member FINRA/SIPC (“RJFS”). McGee has been on the RJFS Chairman’s Council as a top-ranked advisor since 1992. She is Co-Branch Manager of McGee Wealth Management, Inc.
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 a respected national speaker and writer. Her topics include personal economics, leadership, and dynamics of families and generations. She has been a regular columnist and a guest columnist for the Portland Business Journal. She has authored consumer resource books printed by Simon and Schuster and Random House, including J.K. Lasser’s Personal Investment Planner and The Random House Personal Investment Management Guide.
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 trustee for the Multnomah County Library Foundation and is Board Treasurer of the NW Rice Museum of Rocks & Minerals. She is a member of the Oregon Business Council Task Force on Poverty.
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 with her husband, Charles E. Defoe, Jr.
1 CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements. 2 The Barron’s Top 100 Women Financial Advisors’ ranking and the Top 1,000 reflects the volume of assets overseen by the advisors and their teams, revenues generated by the firms and the quality of the advisors’ practices. 3 Areas of consideration include assets under management, asset growth, years of experience, industry certification, Financial Industry Regulatory Authority (FINRA) compliance records and online accessibility. 4 Candidates must pass rigorous screens, including: service for a minimum of 20 years in the industry, substantial assets under management, superior client service, and recognition from their peers and the broader community for the honor they reflect on their profession.