Experience Makes all the difference

The Gee Group focuses on your wealth so you can focus on the things that matter most to you. By combining the experience and skills of each member of The Gee Group, we deliver tailored investment strategies designed to help you manage and grow your wealth. We place high value on relationships and form our relationship with you based on integrity, accountability, and understanding. Our goal is to learn about you and your values, adapt our vast resources to support your needs, and ultimately use this combination of knowledge and resources to help you attain your goals.

Clinton Gee

Senior Vice President - Wealth Management
949-453-5100
888-765-4616

email



Education:
BA - Economics, University of California, Los Angeles, 1981

Professional Experience:
2010 - Present: UBS
Senior Vice President - Investments
Financial Advisor

2007 - 2010: Smith Barney
Senior Vice President - Wealth Management
Senior Advisor, Citi Family Office

1987 - 2007: Morgan Stanley
First Vice President - Wealth Management
Financial Advisor

Licenses:
7, 8, 65, 63, 3, 15, and Annuity and Life Insurance

Awards:
Financial Times Top 400 Advisor

 


Registered States:
AZ, CA, FL, IL, LA, NV, NY, TX, WA

Cheryl Gee, CFP®

Account Vice President
Certified Exit Planning Advisor (CEPA®)
949-453-5134

email



Education:
BA - Economics, University of California, Los Angeles, 1981

Professional Experience:
2010 - Present: UBS
Senior Wealth Strategy Associate

2007 - 2010: Smith Barney
Vice President - Wealth Managment
Financial Advisor

2004 - 2007: Morgan Stanley
Vice President - Global Wealth Management
Financial Advisor

CERTIFIED FINANCIAL PLANNER™

Licenses:
7, 66, 31, and Annuities and Life Insurance


Registered States:
AZ, CA, FL, IL, LA, NV, NY, TX, WA

Linda Marie Frainie

Client Service Associate
949-453-5133

email



Thirty Years of Experience in the Securities Industry in Operations and Administration

Licenses:
7, 8, and 63