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™ certification 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.