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
Matthew Broom
Jan 14, 2022 11:32:17 AM
9
min read
Propel Your Wealth: What Got You Here, Can Get You There
You spent at least two decades (maybe even three) investing in your intellectual assets. You prioritized your life, planned the ...
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Nathaniel Maiwald
Dec 23, 2021 2:59:53 PM
< 1
min read
2021 Is Almost Over – But There’s Still Time for 5 Last-Minute Financial Moves
Don’t neglect your financial plans this holiday season. The end of the year is fast approaching so here are 5 tips to help you ...
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Christopher "Bud" Boland, CFP®
Dec 22, 2021 12:30:00 PM
< 1
min read
Check these things off your end-of-year finance to-do list
This holiday season don’t forget to also save for the future! Watch now to add these items to your financial to-do list and ...
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