Executive Vice President, Senior Lead Advisor
L.H.D., CFP®, ChFC®
Judith joined Mercer Advisors in 2021 in the Portland South branch. She brings over 40 years of industry experience and a long list of non-profit contributions. She co-founded McGee Wealth Management. In 2019, she was inducted into Barron's Hall of Fame* and in 2015 Research Magazine's Advisor Hall of Fame.** Investment News 2019 named Judith as a Woman to Watch.***
She is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant, ChFC®. She co-founded the Women's Leadership Alliance in 2016 dedicated to advancing women in financial services. She is board treasurer of the Rice NW Museum of Rocks and Minerals and is a member of the Oregon Business Council Task Force on Poverty.
*Barron's Hall of Fame - 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.
**Research Magazine Advisor Hall of Fame - 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. The finalists were determined by the wisdom and discernment of Research Magazine's panel of three independent industry distinguished judges
*** 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.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients