David McPhail, AIF®, JD, MBA

Wealth Advisor

As the firm’s chief investment strategist, David manages the firm’s core portfolio strategy and also provides strategic asset allocation advice for clients. Prior to founding GilesMcPhail Wealth Management, David was a financial advisor with Wells Fargo Advisors and practiced law with the firm Balch and Bingham in Birmingham, Alabama.  As an attorney at Balch and Bingham, David counseled Fortune 500 companies on large complex financial transactions as well as counseled them on how to navigate complex regulatory requirements.

Professional History and Education

  • Financial Advisor, Wells Fargo Advisors, 2011-2015
  • Attorney, Balch and Bingham, 2006-2011
  • University of Mississippi, Juris Doctorate, 2006
  • Millsaps College, Masters of Business Administration, 2001
  • Mississippi State University, Bachelor of Science, 2000


  • Lives in Oxford, Mississippi with his wife Jenny and their three children, Logan, Kate, and Parker.
  • Hobbies include hunting, coaching his son’s sports teams, cooking, traveling, and running.