by Jud Gee | Jun 4, 2020 | Blog, Educational Articles, Print News |
By Steve Matthews – Bloomberg Bookings for Judson Gee’s vacation rental home in Wrightsville Beach, North Carolina, were on track to make 2020 the best summer in more than a decade, until mid-March when guests abruptly canceled their reservations. This week, he...
by Jud Gee | Jun 3, 2020 | Blog, Featured, Print News |
Proactive Advisor Magazine: Jud, talk about your background and how that helped shape your views on your firm’s mission. After graduating from the University of North Carolina–Charlotte with an economics degree in 1993, it was natural for me to pursue a career in...
by Jud Gee | Oct 22, 2019 | Financial Planning, Print News |
We are proud of our home. If you are in our wonderful neighborhood, Commonwealth Park adjacent to Plaza-Midwood, stop by to see us, or attend our annual neighborhood party each spring. We think Frank Lloyd Wright would be proud. As Charlotte’s premier financial...
by Jud Gee | Sep 4, 2019 | Educational Articles, Featured, Financial Planning, Print News |
Education is at the heart of client service Download pdf Version A federal commission recently recommended that schools and universities begin requiring financial literacy courses. And advisor Judson H, Gee, CEP, thinks that idea’s time has come. “People are literally...
by Jud Gee | Nov 9, 2017 | Print News |
Proactive Advisor Magazine: Jud, talk about your background and how that helped shape your views on your firm’s mission. See full article here – http://proactiveadvisormagazine.com/judson-gee-financial-advisor-interview/ After graduating from the University of...
by admin | Jan 4, 2017 | Print News |
BY ELY PORTILLO AND KATHERINE PERALTA elyportillo@charlotteobserver.com If you had invested all your money in Charlotte-area companies’ stocks, you would’ve done pretty well in 2016. That’s not a strategy any rational investor would likely use. But the rising share...
