Wealth Management Team
Bob is Division Partner-In-Charge and Wealth Advisor at McGill Advisors. As the founder of McGill Advisors, Bob has more than 30 years of professional experience in financial and investment planning.
Jeff is a Wealth Advisor and Director of Portfolio Management at McGill Advisors. Jeff graduated from California State University at Sacramento with a degree in Business Administration (Finance Concentration).
Brett is a Partner and Wealth Advisor at McGill Advisors. Brett graduated from The Citadel with a degree in Business Administration (Accounting Concentration).
Warren is a Partner and Wealth Advisor at McGill Advisors. Warren graduated from Wake Forest University with a degree in Communications, a minor in International Studies, and completed an intensive program of business disciplines.
Eric is a Partner and Wealth Advisor at McGill Advisors. Prior to joining McGill Advisors, Eric worked for a local tax and wealth management firm for 10 years.
Thomas is a Wealth Advisor at McGill Advisors. Thomas graduated from The University of the South in Sewanee, TN with a bachelor’s degree in English and a concentration in Economics.
Jason’s background serving high-net-worth families and education and experience in advanced wealth transfer techniques helps him serve client’s unique needs.
Brett is a Wealth Advisor at McGill Advisors. Prior to joining McGill Advisors, he worked as a wealth advisor and wealth planner catering to high net worth and ultra-high net worth clients in the Washington, DC and Raleigh, NC markets.
Herman is a Financial Planner with McGill Advisors. He graduated with a degree in Marketing and a Masters in Business Administration from the University of New Orleans.
Tenley is a Wealth Planner with McGill Advisors. Prior to joining McGill Advisors, she worked for a Big 4 accounting firm in the Private Client Services tax department.
Jason is a Wealth Planner with McGill Advisors. He graduated from Gardner-Webb University with a degree in Business Administration, and is currently pursuing his Masters in Wealth and Trust Management.
Investment Management
Katie is an Investment Operations Specialist. In this position she focuses on the back-office operations of reporting, trading and project management.
A native of North Carolina, MaKaila joined McGill advisors in 2017 with previous experience in client service. She is currently studying for a Finance degree at the University of North Carolina at Charlotte.
Relationship Managers
Susan has been with McGill Advisors since its inception. She started as the only support person and is now the Supervisor of Division Services. She appreciates her long-lasting and outstanding relationships with clients.
Patty serves as Client Development Coordinator and is the initial contact for most prospective clients. She takes pleasure in speaking with people from all over the country discussing the services of McGill Advisors.
Erin Henry graduated from Appalachian State University with a degree in Finance and worked in a couple of different financial fields before landing at McGill Advisors and, as she says, “I’m not going anywhere!”
Teresa moved to Charlotte from South Australia, Adelaide a few years ago and loves it here. Her attention to detail and passion for a challenge makes her a valuable member of the McGill Advisors team.
Since Jenna joined McGill Advisors, she has focused on understanding the needs of her clients and is committed to helping each of them realize their retirement goals.
Megan loves working with the team and has quickly become a valued member of the McGill Advisors staff. She graduated cum laude from the University of North Carolina at Charlotte in May of 2014 with a degree in business management.
Originally from Pennsylvania, Caitlin graduated magna cum laude from West Virginia University with a degree in Marketing. Upon graduation she moved to Charlotte and became a part of the McGill Advisors team.
Kelsey joined the McGill Advisors team bringing 15 years of financial service experience. She is passionate about creating and developing long lasting relationships with clients.
Heather is originally from New Jersey and relocated to North Carolina to be closer to her family. Since working in the investment industry, she has developed an ardent desire for helping others.
Jacobi is originally from Wisconsin and graduated from the University of Wisconsin-Eau Claire in 2012 with a degree in Sociology. Following graduation she moved to Charlotte and joined the McGill Advisors team in 2018.
Originally from Georgia, Jennifer graduated from Georgia Southern University with a degree in Business Administration. She was previously employed with McGill Advisors from 2005-2010, but left to take care of her mom back in Georgia.
Operations & Administration
Taryne helps new clients engage with the right advisors and financial services for their unique situation. Leveraging her experience in client experience and marketing technology, she plays a critical part both in listening to client needs and in informing advisors of those needs.
Originally from the Quad Cities (Davenport, Iowa) area, Colleen moved to the Charlotte area back in 2017. She received a Bachelor’s degree in Business Administration/Sports & Recreation Management from Ashford University.