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Seven Advisors from Mercer Advisors Named to the 2021 Forbes Top Women Wealth Advisors List Share Article Julianne Andrews, Jennifer Baick, Jessica Caruso, Laura Combs, Judith McGee, Cathy Miller, and Tracey Turko all recognized for offering exemplary service in a year of unprecedented challenges by industry leading financial magazine Women now hold over 50% of client-facing roles at the firm, significantly higher than the industry average and we are extremely proud of these seven outstanding financial professionals. DENVER (PRWEB) ...

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 her daughter D. Linette Dobbins, CFP® ("Linette"), focusing on delivering comprehensive wealth manage...

Mercer Global buys second woman-led RIA in a week McGee Wealth Management, a Portland, Oregon-based firm with 800 clients and $815 million in assets under management, is leveraging the sale for succession planning. January 11, 2021 Mercer Global Advisors is buying McGee Wealth Management, a Portland, Oregon-based firm serving 800 clients and managing $815 million, in its third acquisition this month of a firm with more than $800 million under management. McGee Wealth, co-founded by Judith McGee and Linette Dobbins, is the second woman-led RIA Mercer has acquired in less than two weeks. Mercer...