Tim McGee, AIF®, CPFA®, CMFC®

Retirement Plan Advisor

Fort Myers, FL
| 239-415-0101  | Send a Message | Book a Meeting

Background

Tim McGee is a Retirement Plan Advisor at HUB International. Based in Florida, his areas of focus include employee retirement plans, employee financial wellness and education, executive benefits, and life, disability, and long term care insurance. 

He graduated from the University of Massachusetts Amherst with a Bachelor of Science in Health Sciences. With over a decade in the industry, Tim holds numerous professional designations including the Accredited Investment Fiduciary (AIF®), the Certified Plan Fiduciary Advisor (CPFA®) and the Chartered Mutual Fund Counselor (CMFC®). Tim and the Fort Myers office were recognized by the National Association of Plan Advisors (NAPA) as a Top DC Advisor Team in 2024. 

Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. Insurance Services offered by HUB International. HUB International is not affiliated with Kestra IS or Kestra AS.

Advisor Location

Main Office:

12500 South Tamiami Trail Fort Myers, FL 33907

Fort Myers, FL Office →

Areas of Focus

  • Employer-Sponsored Retirement Plans
  • Fiduciary Assistance
  • Employee Financial Wellness
  • Financial Education
  • Executive Financial Planning
  • Employee Financial Education
  • Executive Benefit Consulting
Get in touch with Tim McGee
Book a Meeting
View more advisors →
Award Disclosures:

2024 NAPA Top DC Advisor Team – Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Teams must have at least $100 million in AUA to be included. The list is based exclusively on self-reported AUA. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 452 submissions participated in the ranking. 452 were named to the final ranking.