The Gee Group
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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

Financial Advisor

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

California Insurance License #0A76433

 

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • LA
  • MA
  • NV
  • NY
  • TX
  • WA

Clinton Gee

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Clinton Gee

20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me

Clinton Gee

Senior Vice President–Wealth Management

Financial Advisor

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

California Insurance License #0A76433

 

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • LA
  • MA
  • NV
  • NY
  • TX
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me

Cheryl Gee

First Vice President–Wealth Management

Financial Advisor

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

California Insurance License #0E72002

 

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • NV
  • NY
  • TX
  • WA

Cheryl Gee

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Cheryl Gee

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager

Cheryl Gee

20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me

Cheryl Gee

First Vice President–Wealth Management

Financial Advisor

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

California Insurance License #0E72002

 

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • NV
  • NY
  • TX
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager
20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me

Carrie Helmick

Client Associate

Carrie Helmick

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

 

Carrie Helmick

20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me

Carrie Helmick

Client Associate

Carrie Helmick

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

 

20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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