Today’s job description of a financial advisor goes way beyond the traditional duties of designing investment strategies, retirement planning, budgeting and helping clients address money goals. For advisors who want to set themselves apart, there is a lot of client support, lifestyle services and concierge amenities involved.

“Sometimes I am a marriage therapist, counselor and coach,” Judson Gee, principal of JHG Financial Advisors, told The Suit. “But at all times, I am my clients’ trusted financial advisor.”

Indeed, the Charlotte, NC-headquartered company was founded with the mission of helping clients with every aspect of their financial lives. “We provide the most personal services available. That has earned us a reputation for excellence in our industry and has also given the firm an elevated status when it comes to stellar customer service,” Gee explained.

Gee started his illustrious financial career in 1994, launching JHG Financial Advisors in 2000. Drawing on two decades of money management experience, he helps individuals and small businesses pursue financial goals using bespoke financial planning and effective wealth management tactics. Gee is also an accomplished business negotiator. “I am a deal junkie at heart,” Gee said. “I walk-the-walk and I talk-the-talk. There’s an art to getting deals done in this industry. I’m good at that – and that’s good for my clients.”

Named one of Charlotte’s 40 Under 40 in 2009, Gee is frequently called upon for his knowledgeable advice and opinion from media outlets, including CNBC, USA Today and Kiplinger.

JHG’s staff is comprised of highly qualified, hand-picked professionals who use a “hands on” approach to financial guidance. All adhere to the company’s principle: intimately understanding each client's unique situation and goal is vital to both the firm’s and the client's success. “Clients don’t just benefit from our know-how, but also from our dedicated team that truly cares about keeping every client disciplined, informed, educated and focused,” Gee added.

Many people avoid working with a financial advisor because of the presumed costs. But hiring a trustworthy and qualified advisor can be one of the best investments of a lifetime. And while most people generally seek out an advisor due to a major life event – such as marriage, divorce, retirement or starting a business – the right time to secure a trusted financial advisor is always right now. It's always the right time to start working on sustainable financial plans. “It’s never too early or too late to start saving,” Gee shared.

Passionate in everything he does, Gee says he always arrives early and always stays late. “This is not a sprint. It’s a marathon, and I am in it until the finish.” In the words of a true winner Gee added, “Failure is not an option.”

For more information, visit: www.jhgfinancial.com

DISCLOSURE
This material does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note - investing involves risk, including loss of principal. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. Securities and financial planning offered through LPL Financial, Member FINRA/SIPC