Advisor Hall News Today

During the last week of school in December, James Madison and South Hopkins middle school students returned to the Kentucky Youth Conference in Louisville and Frankfort, KY.

Share this article Share this article DENVER, Jan. 11, 2021 /PRNewswire/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser ("RIA"), today announced the acquisition of McGee Wealth Management, Inc. ("MWM"), a respected wealth management firm located in Portland, Oregon. MWM serves approximately 800 clients with assets under management ("AUM") of approximately $815 million. MWM was founded by Judith A. McGee, L.H.D., CFP®, ChFC® ("Judith") joined by he...