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GilesMcPhail Wealth Management Employee Directory

Investment ManagementMississippi, United States2-10 Employees

Giles McPhail Wealth Management is an independent wealth advisory firm based in Oxford, Mississippi, and is associated with LPL Financial. The firm positions its advisors as potential Chief Financial Officers for clients, providing guidance on investment management, retirement planning, and education planning. It emphasizes a client-focused, communicative approach with a commitment to confidentiality.

Its investment philosophy seeks to deliver diversified outcomes with reduced volatility and capital preservation by pursuing total return rather than benchmarking. Risk management is pursued through asset allocation, active management, and the use of alternative strategies. Securities are offered through LPL Financial, with the firm's wealth advisors registered representatives in the network.

Find GilesMcPhail Wealth Management employees' phone numbers or email addresses

GilesMcPhail Wealth Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

GilesMcPhail Wealth Management's Leadership

  • Stylized image of a person
    D. M.
    Wealth Advisor
    Phone icon
    Mobile Phone

GilesMcPhail Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from GilesMcPhail Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. M.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is GilesMcPhail Wealth Management known for?

Minus sign iconPlus sign iconGilesMcPhail Wealth Management was founded in 2015 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-662-234-****
. Explore GilesMcPhail Wealth Management's company overview page for more information.

What is GilesMcPhail Wealth Management's most common email format?

Minus sign iconPlus sign iconGilesMcPhail Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more GilesMcPhail Wealth Management email formats with LeadIQ.

How many employees does GilesMcPhail Wealth Management have currently?

Minus sign iconPlus sign iconGilesMcPhail Wealth Management has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are GilesMcPhail Wealth Management's key employees and leadership?

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As of July 2026, GilesMcPhail Wealth Management's key employees include:

  • Wealth Advisor: D. M.

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