Brian McGee,

WMS^TM Senior Vice President, Investments Financial Advisor

Brian McGee is a seasoned Financial Advisor with over 20 years of experience guiding clients through the complexities of retirement planning and wealth management. With a specialized focus on high net worth families, Brian is known for delivering tailored financial strategies that align with long-term goals and legacy planning.

He earned his Bachelor of Science in Entrepreneurial Management and Marketing from Texas Christian University in 2004, laying the foundation for a career built on innovation, integrity, and client-centered service.

In addition to his professional work, Brian serves as Vice-Chairman of the Board of Trustees for the Marine Military Academy, where he contributes his leadership and financial expertise to support the institution’s mission and growth.

Brian’s commitment to excellence and his deep understanding of the financial landscape make him a trusted advisor and a respected voice in the industry.

Birmingham, AL

2900 Highway 280 S Ste 100 Birmingham, AL 35223
T: 205.879.0016
F: 205.802.7339
TF: 800.786.6445

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