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McGee Wealth Management Employee Directory

Financial ServicesOregon, United States501-1000 Employees

McGee Wealth Management is a financial services firm based in Portland, Oregon, that offers financial planning and wealth management services aimed at supporting clients through various life stages. The organization emphasizes combining decades of insight and understanding to help individuals pursue their personal goals and quality of life. It serves clients seeking guidance on personal finances within a regulated advisory framework, while operating within a broader network that includes its affiliated entities and marketing relationships. The firm is positioned within the wealth management and investment advisory space, and it operates under the umbrella of Mercer Global Advisors Inc., with related entities providing investment-related services through licensing and registration channels. Recent information indicates the firm collaborates with affiliated advisers and network partners to deliver its advisory and ancillary services, reflecting a structure that leverages parent and partner organizations to support client needs. The company is located in Portland, and its parent and affiliate relationships situate it within the broader U.S. financial services ecosystem.

Find McGee Wealth Management employees' phone numbers or email addresses

McGee Wealth Management Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

McGee Wealth Management's Leadership

  • Stylized image of a person
    B. M.
    Owner Mcgee Management And Promotion
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C. G.
    Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Director Of Administration And Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Director Of Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Client Care Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Equipment Sales Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Manager
    Phone icon
    Mobile Phone

McGee Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Media & Communications
  • Accounting
  • Administrative
  • Other

Contact profiles from McGee Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. M.
    Client Advisory Board
    Phone icon
    Mobile Phone
    United StatesOregon
    Oct 22, 2024
  • Stylized image of a person
    W. N.
    Sales And Leasing Consultant
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is McGee Wealth Management known for?

Minus sign iconPlus sign iconMcGee Wealth Management was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 12455 Southwest 68th Avenue Portland, Oregon 97223 United States; you can contact the main corporate office by phone at
+1-503-597-****
. Explore McGee Wealth Management's company overview page for more information.

What is McGee Wealth Management's most common email format?

Minus sign iconPlus sign iconMcGee Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more McGee Wealth Management email formats with LeadIQ.

How many employees does McGee Wealth Management have currently?

Minus sign iconPlus sign iconMcGee Wealth Management has approximately 501 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are McGee Wealth Management's key employees and leadership?

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As of December 2025, McGee Wealth Management's key employees include:

  • Owner Mcgee Management And Promotion: B. M.
  • Executive Vice President: J. C. G.
  • Director Of Administration And Business Development: J. B.
  • Director: J. W.
  • Director Of Wealth Management: M. M.

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