ABOUT US

WEALTH MANAGEMENT TEAM

With over 60 years of investment experience, our Wealth Advisors are responsible for the supervision of your investment assets.

Your Wealth Advisor will serve as your lead contact for conference calls and portfolio monitoring, as well as being responsible for reviewing your accounts periodically to assure your financial goals are being achieved.

  • Robert V. Sytz, Jr., CPA, CFP®

    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. Bob earned a bachelor’s degree in Accounting from the University of North Carolina at Charlotte. He received his Certified Public Accountant certificate in 1984 and his Certified Financial Planner™ certificate in 1986. He is a member of the Financial Planning Association and the North Carolina Association of Certified Public Accountants.

    Bob and his wife, Beth, have two sons and live at Lake Norman, NC. During Bob’s free time, he enjoys boating, sailing, fly fishing and traveling. He also is active in his community, working with various organizations.

  • Jeffrey A. Harrell, CFA

    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). He formerly worked at London Pacific Advisors as a research analyst. Jeff obtained his Chartered Financial Analyst designation in 2003. He is a member of the CFA Institute and the CFA North Carolina Society.

    Jeff is originally from Sacramento, CA. He has been married to his wife Mauree since 2008. In his spare time he volunteers at inner city ministries and is an avid traveler with a goal to visit every baseball stadium in America.

  • Brett S. Miller, CPA, CFP®

    Brett is a Partner and Wealth Advisor at McGill Advisors. Brett graduated from The Citadel with a degree in Business Administration (Accounting Concentration). Brett obtained his Certified Public Accountant certificate in 2008 and his Certified Financial Planner™ certificate in 2010. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.

    Brett is a native of Gastonia, NC. He and his wife, Sarah, have two children and live in Mint Hill. Outside of work, Brett enjoys running, golfing, and is actively involved in his church and local Citadel alumni club.

  • K. Warren Poe, Jr., CFP®

    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. Prior to joining McGill Advisors, Warren worked for a regional investment management firm for 6 years. He obtained his Certified Financial Planner™ certificate in 2007 and is a member of the Financial Planning Association.

    Outside of the office, Warren enjoys golf, skiing, saltwater fishing and spending time with family and friends.

  • Eric A. Harbert, CPA, CFP®

    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™ certificate 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.

  • Thomas W. Farmer, CFP®, C(k)P®

    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. Prior to joining McGill Advisors, Thomas worked for a wealth management group at a national brokerage firm for over 9 years. He obtained the Certified Financial Planner™ designation in 2011, the Certified 401(k) Professional designation in 2014 and is a member of the Financial Planning Association.

    Thomas is originally from Atlanta, GA and has lived in Charlotte since 2006. Thomas, and his wife, Erin, have one daughter. Thomas enjoys golfing, fly fishing and traveling with friends and family.