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Kristy McGee
Senior Vice President, Investments Senior Portfolio Manager, Financial Advisor @Raymond James
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WORK HISTORY
Senior Vice President, Investments Senior Portfolio Manager, Financial Advisor @Raymond James
Are you just trying to build a retirement savings plan, maybe you are nearing retirement, or possibly you are already retired and needing helping distributing your assets? No matter what stage of life you are in, I can help you put together a financial plan to get you through to the next phase of life. My approach has always been comprehensive, taking into consideration my clients\' entire financial world including: • Taxes • Insurance • Estate planning • Investments • Real estate • Retirement planning • Cash flow • College planningAs a portfolio manager with Raymond James\' Portfolio Management Program, I take the time to understand your unique situation and can help you develop a personalized investment strategy: one founded in a disciplined, three-step process that addresses your individual circumstances and goals: • Help you set your financial objectives • Create a tailored investment portfolio and manage it on a discretionary basis on your behalf. • Monitor the portfolio and review ongoing performanceTogether, we can work to determine a suitable risk profile and to structure an appropriate financial strategy that can help meet your needs and tolerance for risk. Working together to preserve your wealth and meet your goals, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
EDUCATION
The University of Texas at El Paso
BA in Finance, Finance, Business, Management, Marketing, and Related Support Services
ABOUT KRISTY MCGEE
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC
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