Eric A. Harbert, CPA, CFP®
Partner | Wealth Advisor
ABOUT ERIC
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.
OUR RECENT BLOG POSTS
Jason Cross, J.D., CFP®, CTFA
Apr 26, 2022 2:58:29 PM
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Medical Professionals: If Your Income Rebounded in 2021, Consider These 4 Money Moves
After experiencing financial hardships in 2020 caused by COVID-19, 2021 was a banner year for many medical professionals. I’ve ...
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Taj Jones
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You’ve finally achieved a high income, but inflation is on the rise
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Ryan Halpern, CPA, CFP®, PFS
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Planning to Retire in 3 Years? Here’s What Senior-Level Executives Need to Do Now
One of my new clients plans to retire in three years following a successful 30-year career in corporate America. Most of her ...
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