10 Financial Advisors To Watch In 2024

www.msn.com/en-us/money10 Financial Advisors To Watch In 2024

www.msn.com/en-us/money10 Financial Advisors To Watch In 2024

Story by James Brown


Judson Gee stands out as a top financial advisor, largely due to his unique blend of personal experience and professional expertise. One of the specialties he emphasizes in his 29+ year career is Tax Mitigation, whether on the Estate Planning Side, or for high wage earners, all the way to specialties of Discounted ROTH Conversion, and Capital Gain mitigation using Opportunity Zones.  A proud alumnus of the University of North Carolina at Charlotte, Gee graduated in 1993 with a degree in Economics. His decision to become a Financial Advisor in 1994 was a natural progression, given his family's deep-rooted history in the financial sector. His grandfather, a former executive at Jefferson Pilot, imparted the importance of strategic planning to safeguard the family's legacy from over taxation—a lesson Gee took to heart.

His personal journey took a dramatic turn in 2009. After surviving a brutal attack that left him hospitalized for over six weeks, Gee gained a profound understanding of the vulnerabilities and unexpected challenges life can present. This experience reshaped his approach to financial advising, emphasizing the protection of clients' "blind sides." His philosophy revolves around ensuring his clients do not outlive their resources, safeguarding estates from excessive taxation, lowering taxes, and ensuring adequate provision for family and educational expenses.