Kristy McGee

CRPC®
Senior Portfolio Manager
Senior Vice President, Investments

As the founding member of the Heritage Group of Raymond James, Kristy built a practice with the understanding that retirement planning means more than providing her clients with investment advice. It means helping them maintain the financial independence they have worked their entire lives to achieve. It means striving to ensure that they have the means to pursue what is most important to them. And it means understanding her clients as individuals with unique goals, values, and circumstances that determine the strategies she develops on their behalf.

As a senior vice president and senior portfolio manager, Kristy brings nearly 20 years of industry knowledge and expertise to the team and the clients she serves. She earned her Bachelor’s Degree in Finance from the University of Texas at El Paso, where she was president for the Alpha Lambda Delta (ALD) National Honor Society, and a member of the women’s fraternity Zeta Tau Alpha. Kristy holds her Series 7, 66, and life, health and variable annuities licenses, and is a licensed Chartered Retirement Planning Counselor (CRPC®).

Kristy was always taught that you must give in order to receive, so she strives to give back to her community by volunteering her time to several organizations. She is a member of the Junior League of El Paso, the El Paso Estate Planning Council, and a board member of El Paso Children’s Giving Heart Ambassadors.

Kristy was selected as a 2017 mentor in the Raymond James Registered Associate Mentoring Program (RAMP). This program makes it possible for associates in branch support roles to take on greater responsibility within their teams, and assists them in identifying the right career path and taking strides toward becoming financial advisors themselves. Kristy was also nominated in 2017 for the Raymond James’s inaugural Women of Distinction Award. In 2018, Kristy was selected as the Raymond James representative to sit on the advisor panel for the 2018 Social Media and Digital Marketing conference. SIFMA hosts this event for thousands of industry professionals every year, fostering meaningful conversations about the capital markets and providing valuable professional development opportunities.

Kristy is a lifelong resident of El Paso, where she currently makes her home with her husband, Michael, and their children: Alexandria, Michael, Samantha, Allison, Kate, and Robert. Kristy’s most beloved hobbies include spending time with her children, sailing with her husband, cooking and hiking with her family and their three dogs.