McGee Wealth Management Employee Directory

Financial ServicesOregon, United States501-1000 Employees

The McGee Wealth Management is committed to your personal success and quality of life, whatever phase you're in. We're proud to share our decades of financial planning, wealth management, insight, and understanding to help you realize your goals.
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503-597-2222

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Global Advisors Inc. owns and utilizes the McGee Wealth Management wordmark and logo in marketing its investment advisory and ancillary services.

Mercer Global Advisors Inc. owns and utilizes the McGee Wealth Management wordmark and logo in marketing its investment advisory and ancillary services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. 

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment Advisory Services offered through Mercer Global Advisors Inc., which owns and utilizes the McGee Wealth Management wordmark and logo in marketing its investment advisory and ancillary services. LSF is not affiliated with McGee Wealth Management or Mercer Global Advisors.  Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

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

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    B. M.
    Owner Mcgee Management And Promotion
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    J. C. G.
    Executive Vice President
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    J. B.
    Director Of Administration And Business Development
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    J. W.
    Director
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    C. M.
    Client Care Manager
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    D. S.
    Equipment Sales Manager
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    M. G.
    Manager
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    E. C.
    Financial Analyst Ii
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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
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    W. N.
    Sales And Leasing Consultant
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    Oct 16, 2024

Frequently Asked Questions

What is McGee Wealth Management known for?

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McGee 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 . Explore McGee Wealth Management's company overview page for more information.

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

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McGee 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?

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McGee 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.
  • Client Care Manager: C. M.

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