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. Eric graduated from the University of North Carolina at Charlotte where he earned a bachelor’s and master’s degrees in Accounting. He obtained his Certified Public Accountant certificate in 2009 and his CERTIFIED FINANCIAL PLANNER™ certification in 2011. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. Eric and his wife Angela have three children and live in the Lake Norman area.
During Eric’s free time, he enjoys golf, travel and spending time with friends.