Makaila Wallace

Investment Operations Specialist at McGill Advisors, Inc. - Charlotte, NC, US

Makaila Wallace's Colleagues at McGill Advisors, Inc.
Katie Williams

Investment Operations Specialist

Contact Katie Williams

Jason Cross

Wealth Advisor at McGill Advisors, a division of Brightworth

Contact Jason Cross

Heather Zanotti

Senior Client Service Specialist

Contact Heather Zanotti

View All Makaila Wallace's Colleagues
Makaila Wallace's Contact Details
HQ
866-727-6100
Location
Charlotte,North Carolina,United States
Company
McGill Advisors, Inc.
Makaila Wallace's Company Details
McGill Advisors, Inc. logo, McGill Advisors, Inc. contact details

McGill Advisors, Inc.

Charlotte, NC, US • 20 - 49 Employees
Financial Services

McGill Advisors, Inc., formerly Select Consulting, Inc., was formed in 1999 to assist dental clients of The McGill Hill Group implement successful investment strategies and navigate the complex investment decisions required to achieve and maintain financial independence. We serve clients all over the country, with our Wealth Managers speaking at many national, regional and state dental meetings and relationships currently in more than 45 states. In addition to a national presence, experience is also something we pride ourselves on, with our Wealth Managers having over 60 years of 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. Our wealth management team will be involved in all aspects of your relationship. We offer you a complete solution to implement all of your investment needs. The path toward financial success can be difficult to navigate alone; however, with our affiliation and access to The McGill & Hill Group resources, we can guide today's dental professional every step of the way.

Financial Services Financial Advisory Services
Details about McGill Advisors, Inc.
Frequently Asked Questions about Makaila Wallace
Makaila Wallace currently works for McGill Advisors, a division of Brightworth.
Makaila Wallace's role at McGill Advisors, a division of Brightworth is Investment Operations Specialist.
Makaila Wallace's email address is ***@brightworth.com. To view Makaila Wallace's full email address, please signup to ConnectPlex.
Makaila Wallace works in the Financial Services industry.
Makaila Wallace's colleagues at McGill Advisors, Inc. are Teresa Turner-Hall, Brett Miller, Herman Freitag, Katie Williams, Kelsey Traylor, Jason Cross, Heather Zanotti and others.
Makaila Wallace's phone number is 866-727-6100
See more information about Makaila Wallace