I am a Wealth Advisor at GilesMcPhail Wealth Management. I began my financial career as an Analyst in the Bond Division at FHN Financial in Memphis, where I gained invaluable experience in financial analysis and management. I went on to assist a private equity transaction while taking on the role of Administrator with HomeCare Hospice. Over the course of my career, I have obtained the Series 7, 63, and 65 securities licenses with LPL Financial as well as the license for Life & Health insurance.
Prior to beginning my career in financial services, I obtained a Certified Nursing Home Administrator license and a Bachelor of Business Administration from the University of Mississippi. This diverse background has given me a unique perspective on both healthcare and financial management, which serves me well in my current role. I am motivated by the opportunity to work with a good team to help our clients pursue their financial objectives.
As a dedicated Wealth Advisor with a strong background in finance, I am committed to enhancing the well-being of those in my community. At GilesMcPhail Wealth Management, I am passionate about helping my clients pursue their financial goals. I advise clients in all areas with a special emphasis on investment management, financial planning, and college education planning, bringing both analytical experience and genuine care to every client relationship.
I live in Oxford, Mississippi with my wife Molly and our two bird dogs, Buddy and Finn. My interests include hunting, golf, cooking for others, and Ole Miss Sports. This combination of professional dedication and personal interests allows me to connect with clients on multiple levels while maintaining the work-life balance that keeps me energized and focused on providing the best possible service.