Vice President Wealth Management @ (February 2012 - May 2025)
Financial Advisor @ (August 2009 - February 2012)
Insurance Producer @ Oswald Trippe & Co Inc (now BB&T) (January 2002 - June 2009)
Mold Maker @ SIMS Portex (January 1999 - January 2001)
Tool and Die Maker @ Triple D Tool & Die (June 1992 - August 1999)
John McGee Education
Columbia University in the City of New York
ACPM Certified Portfolio Manager (The FU Foundation School of Engineering and Applied Science)
2013-2013
Auburn University 1988-1989
Fort Myers High School 1982-1986
John McGee Skills
Leadership
Financial Advisory
Investments
Microsoft Excel
IV
Manufacturing
Services
Customer Service
Engineering
Financial Analysis
Wealth Management
Sales
John McGee Summary
John McGee, based in Fort Myers, FL, US, is currently a Managing Partner and Senior Portfolio Manager at 1280 Financial Partners. John McGee brings experience from previous roles at UBS, Morgan Stanley Smith Barney, Oswald Trippe & Co Inc (now BB&T) and SIMS Portex. John McGee holds a 2013 - 2013 ACPM Certified Portfolio Manager in The FU Foundation School of Engineering and Applied Science @ Columbia University in the City of New York. With a robust skill set that includes Leadership, Financial Advisory, Investments, Microsoft Excel, IV and more. John McGee has 2 emails and 1 mobile phone numbers on RocketReach.
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