Sarah Elise Berry Joins McGee Wealth Management Executive Team

PORTLAND, Ore., June 12, 2019 /PRNewswire-PRWeb/ — McGee Wealth Management welcomes Sarah Elise Berry, Vice President (MWM) and Wealth Manager (RJFS), to their Executive team. Berry is now the fourth woman Financial Advisor at the female-owned financial planning and investment advisory firm.

About Sarah Elise Berry

Berry has been in the industry for over 18 years, since she was a student at University of Oregon where she earned her degrees in Sociology and Business in 2004. Since then, she has worked in other Raymond James offices and, most recently, Market Director of Oregon and SW Washington for a national advisory firm. Her wealth of experience includes leadership and advisory roles.

McGee Wealth Management is a fee and commission based advisory wealth management firm

integrating financial services with holistic planning, consulting, and asset management. With the

exemplary credentialed staff, comprehensive services, and philanthropic recognition, McGee Wealth Management believes their “Making Life a Richer Experience” motto exemplifies their stellar client relationships, built on trust and collaboration, with a strong focus on the financial needs of multigenerational families.

McGee Wealth Management’s key team members include Judith McGee, L.H.D., C.F.P.®, ChFC, CEO/Chairwoman (MWM) and Co-Branch manager (RJFS), Linette Dobbins, CFP®, President/CCO (MWM) and Co-Branch Manager (RJFS), Jennifer Currin Gutridge, CFP®, Executive Vice President (MWM) and Wealth Manager (RJFS), and Sarah Elise Berry, Vice President (MWM) and Wealth Manager (RJFS). 12455 SW 68th Ave. Portland, Oregon 97223. 503-597-2222. Visit https://www.McGeeWM.com for more information. For media requests contact Ashley Baldwin, Director of Marketing at McGee Wealth Management. McGee Wealth Management is an independent firm. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

 

SOURCE McGee Wealth Management, Inc.