Meet the team

Our wealth management team has decades of expertise in the services we offer. We are proud to have fostered a warm, welcoming, professional environment where our clients know their finances are in capable hands.

Wealth Management Team

Robert V. Sytz, Jr., CPA, CFP®
Division Partner-In-Charge | Wealth Advisor

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.

Jeffrey A. Harrell, CFA
Director of Portfolio Management | Wealth Advisor

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 S. Miller, CPA, CFP®
Partner | Wealth Advisor

Brett is a Partner and Wealth Advisor at McGill Advisors. Brett graduated from The Citadel with a degree in Business Administration (Accounting Concentration).

K. Warren Poe, Jr., CFP®
Partner | Wealth Advisor

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 A. Harbert, CPA, CFP®
Partner | Wealth Advisor

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 W. Farmer, CFP®, C(k)P®
Wealth Advisor

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.

Brett M. Covert, J.D., CFP®
Wealth Advisor

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 Freitag, III CFP®
Wealth Planner

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.

Investment Management

Katie O. Williams
Investment Operations Specialist

Katie is an Investment Operations Specialist.  In this position she focuses on the back-office operations of reporting, trading and project management.

Relationship Managers

Susan G. Jones
Supervisor of Division Services

Susan has been with McGill Advisors since its inception. She started as the only support person and is now the Supervisor of Client Services. She appreciates her long-lasting and outstanding relationships with clients.

Patricia M. Martin, CPA
Client Development Coordinator

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 B. Henry
Supervisor of Client Services

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 Turner-Hall
Relationship Manager

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.

Jenna L. Bryan
Relationship Manager

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 O’Hara
Relationship Manager

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.

Caitlin Cucitrone
Relationship Managers

Originally from Pennsylvania, Caitlin graduated magma 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 N. Blakely
Relationship Manager

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 L. Zanotti
Senior Client Service Specialist

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.

MaKaila R. Wallace
Client Service Specialist

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.

Operations & Administration

Jacobi Poesch
Receptionist

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.