Dental Industry

McGill Advisors, a division of Brightworth
OUR APPROACH

WE WORK FOR YOU

McGill Advisors, a division of Brightworth, assists dental professionals in implementing successful investment strategies and navigating the complex investment decisions required to achieve and maintain financial independence. 

Founded in 1999, McGill Advisors serves clients in a variety of professions nationwide. In addition to a national presence, experience is also something we pride ourselves on, with our wealth advisors having over 70 years' combined investment management experience.

We believe in exceptional customer service and a team approach in taking care of our clients. Our client relationships are designed to include several professionals knowledgeable about your investment accounts and available to serve you and your individual needs.

We offer you a solution to help implement your investment needs. The path toward financial success can be difficult to navigate alone and we would love the opportunity to help you every step of the way.

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OUR TEAM

THE DENTAL SPECIALISTS

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.

Your relationship manager is 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.

wealth advisors
brettcovert_blog
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.

jason cross-blog
Wealth Advisor

Jason’s background serving high-net-worth families in addition to his education and experience in advanced wealth transfer techniques, helps him serve clients’ unique needs.

tenley desjardins
TENLEY DESJARDINS, CPA, CFP®, PFS
Associate Wealth Advisor

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.

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Partner | Wealth Advisor

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.

herman freitag-blog
Wealth Advisor

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.

eric harbert small
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.

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Division Partner-in-Charge, Dental Specialty | Wealth Advisor

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 poe blog
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.

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Co-Founder | Wealth Advisor

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.

Associate Wealth Advisor

Wesley joined Brightworth as a Financial Planner in 2017. He started his career at a fee-only wealth management firm where he developed plans to help high-net-worth clients use their wealth more purposefully.

relationship managers
jenna l bryan
JENNA L. BRYAN
Senior 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.

caitlin cucitrone-1
CAITLIN CUCITRONE
Senior Relationship Manager

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.

erin henry
ERIN B. HENRY
Senior Relationship Manager

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!”

susan g jones
SUSAN G. JONES
Practice Area Administrator

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.

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MEGAN O’HARA
Senior Relationship Manager

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.

jacobi poesch
JACOBI POESCH
Relationship Manager

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.

misty richardson
MISTY RICHARDSON
Relationship Manager

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.

kelsey traylor
KELSEY TRAYLOR
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.

teresa turner-hall
TERESA TURNER-HALL
Senior Relationship Manager

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.

INVESTMENT INSIGHTS

Published quarterly, our “Investment Commentary” provides an overview of the economy and the financial markets, provided by our investment committee. Common topics of discussion include monetary and fiscal policy updates, sector performance, investor sentiment, and interest rates.
PRESENTED BY THE MCGILL AND HILL GROUP

SEMINARS AND COURSES

Our seminars for dentists are jam-packed with information you can use to boost profits, reduce stress, plan for the future, and more. Each of our programs offers you a variety of content-rich courses in a casual setting - with plenty of opportunities for Q&A with our experts.

SAVE MY SPOT

  • Increase business knowledge
  • Networking opportunities
  • Learn from financial advisors, legal experts, and transitions specialists
  • Earn CE credits

EMPOWERING YOU TO FOCUS ON WHAT MATTERS MOST

Personal wealth planning for your family’s confidence and peace of mind.

WANT TO SPEAK TO AN ADVISOR?

Schedule 30 minutes now for a complimentary conversation with an advisor.

"Saving regularly creates a recurring sense of accomplishment, and from my observation results in a higher level of satisfaction in our daily lives."

- Brett S. Miller | Division Partner-in-Charge, Dental Specialty