As the founding member of the Heritage Group of Raymond James, Kristy McGee 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’ve worked their entire lives to achieve. It means striving to ensure that they have the means to pursue what’s 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 over 25 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 of 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. She is also a licensed Chartered Retirement Planning Counselor® (CRPC) and the only advisor within a 200-mile radius to hold a Certified Estate Planner® (CEP) designation. These designations require advanced training and continual education, allowing Kristy to offer her clients services that other advisors may not have the expertise to provide. As a Certified Estate Planner, Kristy sets herself apart with specialized education and training related to estate planning. She believes that every client should have the confidence that comes with knowing their estate will be managed after their lifetime according to their wishes. Kristy works with CPAs and estate lawyers to help facilitate even the most complicated estate plans.

Kristy was chosen as a mentor in the Raymond James Registered Associate Mentoring Program (RAMP) in 2022, 2023, and 2024. In this role, she is able to guide associates in branch support roles to take on greater responsibility within their teams and assists them in identifying the right career path, taking strides toward becoming financial advisors themselves.

In 2017, Raymond James selected Kristy as the only Financial Advisor to attend the SIFMA conference to represent Raymond James from the advisor perspective. SIMFA hosts thousands of industry professionals every year and through this conference, Kristy was able to foster meaningful conversations about the capital markets and providing valuable professional development opportunities. She also was invited to sit on the advisor panel for the 2018 Social Media and Digital Marketing conference and share her experience and expertise in creating an effective marketing strategy through digital marketing and social media.

Kristy is often invited to speak at various conferences to discuss topics including retirement planning and wealth management. In 2019, Kristy spoke at UTEP’s 52nd Annual Estate Planning Conference to provide education on retirement planning, and in 2021, she was a keynote speaker for the El Paso Women’s Leadership Summit. Educating and empowering clients is a priority for Kristy and the Heritage Group of Raymond James.

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 sustaining member of the Junior League of El Paso and President of the El Paso Estate Planning Council. In the past, she volunteered at the El Paso Children’s Hospital rocking babies in the NICU and was a past board member of Junior Achievement. In her spare time, she continues to support organizations like UTEP, Junior Achievement of El Paso, the Alzheimer’s Association, Junior League of El Paso, Zeta Tau Alpha, Gigi’s Playhouse Down Syndrome Achievement Center, and El Paso Opera.

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 and flying with her husband, cooking, and hiking with her dogs.