396 Millennium - A Marquis Who’s Who Magazine FINANCE AND INSURANCE capital gains through 1031 DSTs and Opportunity Zones, and guidance through ROTH conversion strategies, potentially diminishing income taxes owed. Philanthropy strategies such as Legacy Income Trusts and CRTs are also prevalent through his management. He is honored to have worked with many of his clients for decades and considers their successes to be his own and maintains a record of zero FINRA disclosures. A passionate supporter of area charities and community outreach projects, Mr. Gee is honored to have been elected as executive director for the Gee Family Foundation, a private foundation that donates 5% of its worth to charities every year. Planning for his future and the future of JHG Financial, Mr. Gee intends to hire an associate wealth advisor to manage his growing book of clients. As part of his growth strategy, he is developing a succession plan to ensure the longterm success of his business. For over 29 years, Judson H. Gee, CEP®, has helped his clients achieve financial security. He began his professional journey as a student at the University of North Carolina at Charlotte, where he graduated with a BA in economics in 1993. He became a Certified Estate Planner with NICEP (National Institute of Certified Estate Planners) in 2003. In 1995, Mr. Gee became a financial advisor at Hilliard Lyons until 2000, when he started his own independent firm, JHG Financial, which currently custodies through Raymond James Financial. He is a Series 7 registered securities representative, Series 65 investment advisor representative and Series 24 registered securities principal. Mr. Gee has held various insurance licenses since 1995. Driven by a lifelong learning ethos, Mr. Gee is deeply fulfilled by the unique challenges that financial planning and advisement present with each new client. He believes in providing a holistic and compassionate approach to financial advising at all stages of life, from retirement income planning, tax mitigation and insurance to protect families and assets, to navigating career growth and settling estates Mr. Gee is most proud of his work on tax mitigation. He helps high-income earners with potential income deductions, mitigation of JUDSON H. GEE, CEP® MANAGING PARTNER JHG Financial Advisors Charlotte, NC
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