McGee, Hudson & Associates

No matter your current level of wealth, making decisions about your financial future can be daunting. That's why we believe it's important to select a wealth management team that understands your financial priorities and looks at wealth from your perspective.

McGee, Hudson & Associates is committed to helping you think strategically about wealth and what you want to accomplish with it. Our team shares a common goal: to provide prudent financial advice and guidance, tailored to individual goals and circumstances, for every stage of your life.

We know it can take time to prosper, so we focus on building long-term client relationships. Over time, we can help you adjust your wealth management strategies to address life challenges and take advantage of opportunities. Along the way, we'll offer financial education and encouragement to help you stay the course.

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Our clients are diverse. They include professionals, business owners and executives from varied cultural backgrounds, at different life stages, with wide-ranging financial goals. Some inherited their wealth; others earned or are still creating it. Some hope to travel the world in retirement, while others look forward to starting a family or buying their first home.

We're genuinely curious to learn what makes each client unique. That's why we take the time to cultivate authentic relationships where we get to know clients and their families on a deep, personal level.

Our approach to client relationships is collaborative. As your financial advisors, we will work side-by-side with you to offer financial education and motivation. Our mission is to lead the way in helping you develop the skills to make informed wealth management decisions.

We encourage conversations where you can speak openly and honestly about your life and finances. By understanding what matters most to you, we can help you design a personalized pathway to pursue your wealth management objectives.

We believe financial wellness programs are a valuable benefit that can enhance workplace performance as well as personal wellbeing for employees. We work closely with businesses and organizations to create a financial education curriculum tailored to the needs of employees and members at different life stages and organizational levels. Our goal is to make it easy for employees to participate.

We access Merrill resources across the country to design and deliver workshops and seminars on a broad range of topics, from budgeting basics and saving for retirement to strategies for long-term investing and managing concentrated stock. We can also provide education to help your employees understand and make informed choices about their company-sponsored retirement plans.

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

• Your goals, concerns and attitude about investing are the foundation of your plan.
• We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
• We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

• Bank of America specialists, such as mortgage or trust professionals
• Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
• A full suite of Merrill investing and Bank of America banking solutions

¹_{BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").}