ABOUT US

RELATIONSHIP MANAGERS

In addition to your Wealth Manager, each client will work with a dedicated Relationship Manager who will also be familiar with your individual situation.

Your Relationship Manager is always available to answer questions related to your investment accounts or to take care of administrative issues. They are an additional contact with firsthand knowledge of your accounts.


  • susan-jones
  • Susan G. Jones

    Susan has been with McGill Advisors since its inception. She started as the only support person and is now overseeing the Relationship Manager Support Team. She appreciates her long-lasting and outstanding relationship with clients. Susan really enjoys solving problems and taking care of clients every day. Knowing that a client’s time is very valuable, her goal is to make the relationship convenient and efficient. Susan is a native of North Carolina and lives at Lake Norman in Davidson. When not at work, she enjoys art, boating and reading.

  • Patricia M. Martin, CPA

    Patty 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 and explaining how this might be the firm needed to handle the management of their portfolio. She is a graduate of Skidmore College with a degree in math and economics. She is a member of the North Carolina Association of Certified Public Accountants. She has truly enjoyed working with the McGill Advisors team.

  • Erin B. Henry

    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!” She loves her job and the variety of responsibilities that come with it. She particularly enjoys the chance to form relationships with her clients and the opportunity to help them meet their investment goals. Erin and her husband, Phil, have a darling little daughter, Natalie, and two rescue dogs.

  • Teresa Turner-Hall

    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. When she is not at McGill Advisors, you can find her on the tennis court, playing league or team tennis. She is also a cake decorator and runs "The Cake Lady", a small business specializing in dimensional artistic cakes. She loves cooking, travel, scrapbooking and pretty much every craft.

  • Jenna L. Bryan

    Since Jenna joined McGill Advisors, Inc., she has focused on understanding the needs of her clients and is committed to helping each of them realize their retirement goals. She feels that by getting to know each one individually; she can provide the personal attention that McGill Advisor clients have come to expect. In her spare time, Jenna enjoys traveling, most often to Florida and California to visit family. She also loves all things outdoors, from camping, mountain biking, hiking and kayaking, to picnics and concerts with friends and family.

  • Cristin Self
  • Cristin R. Self, APMA®

    Cristin is originally from West Virginia and graduated from West Virginia University with an accounting degree. After working as a Relationship Manager in Birmingham, Alabama, she moved to North Carolina and made Charlotte and McGill Advisors her new home. Cristin’s prior experience with our software technology has been an added bonus. In her spare time, Cristin enjoys being with her friends, yoga, watching sports and traveling home to spend time with her nieces and nephews.

  • Megan O’Hara
  • Megan O’Hara

    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

    Out of the office, she is a voracious reader and fierce board game competitor. When she is not reading or winning, Megan and her husband, Jon, enjoy shopping for vintage furniture and training their American Eskimo dog, Dexter.

  • Caitlin Cucitrone
  • Caitlin Cucitrone

    Caitlin is excited to be a member of the McGill Advisors team and is eager to learn and excited to work for such a wonderful company. Originally from Pennsylvania, Caitlin graduated magna cum laude from West Virginia University with a degree in Marketing. In addition to spending time with friends and family, Caitlin enjoys music, sports, and exploring her new city.

  • Jordan P. Kenefick
  • Jordan P. Kenefick

    Jordan is a native of the north Charlotte area. She attended the University of North Carolina at Charlotte where she graduated with a degree in Marketing in December 2015. She is eager to find her niche, build relationships and grow within the McGill Advisors team. If you call the office, chances are that she will answer the phone, so please take a moment to say hello. When she is not in the office, she enjoys exploring the Queen City with her husband, Trevor, photography, traveling, music and spending time with her family and friends.