Wealth Management Team
Bob is Co-Founder and a Wealth Advisor at McGill Advisors. Bob has more than 30 years of professional experience in financial and investment planning.
Brett is Division Partner-In-Charge 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 Partner and 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.
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.
Jason’s background serving high-net-worth families in addition to his education and experience in advanced wealth transfer techniques, helps him serve client’s unique needs.
Herman is a Wealth Advisor with McGill Advisors. He graduated with a degree in Marketing and a Masters in Business Administration from the University of New Orleans.
Tenley is an Associate Wealth Advisor 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 in 2019, received his Master’s in Wealth and Trust Management.
Andrew is a Wealth Planner with McGill Advisors. He graduated Summa Cum Laude from Virginia Tech with a degree in Finance under the CFP® Certification Education Option and was a member of the university's Financial Planning Association Student Chapter.
Caroline W. Huggins (“Callie”) is a Wealth Planner with McGill Advisors. Prior to joining the firm, she received a Masters in Financial Planning in 2020 from the University of Georgia (UGA) and a B.S. in Psychology/minor in Sports Management from UGA in 2019.
Jalen works closely with the firm’s partners and wealth advisors to develop financial plans for business owners, professionals, and corporate executives who are seeking to grow and maintain their wealth.
Investment Management
Jeff is Director of Portfolio Management at McGill Advisors. Jeff graduated from California State University at Sacramento with a degree in Business Administration (Finance Concentration).
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 graduated from the University of North Carolina at Charlotte with a degree in Business Administration (Finance Concentration).
Relationship Managers
Susan has been with McGill Advisors since its inception. She started as the only support person and was a Senior Relationship Manager and Supervisor of Division Services for 22 years.
Erin Henry graduated from Appalachian State University with a degree in Finance. She 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 Adelaide, South Australia 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 is a Senior Relationship Manager who joined our team in 2014, after graduating cum laude from the University of North Carolina at Charlotte with a Bachelor of Science in Business Administration degree.
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.
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 West Virginia, Misty relocated to North Carolina in 2014. She joined the McGill Advisors team in 2020, bringing more than 14 years of financial service experience. Misty prides herself in building relationships with her clients and providing the attention each client deserves.
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.
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.
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.
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.
Robin Henshaw joined McGill Advisors in July 2020 as the Front Desk Assistant, also known as Director of First Impressions! Robin’s responsibilities include overseeing the general office operations and procedures, receiving and directing visitors and answering a high-volume of incoming phone calls.