Cody Giles

Cody oversees the firm’s Private Wealth Planning process through WealthVision and client operations, applying his years of financial and leadership experience to focus on financial and retirement planning. Prior to founding GilesMcPhail Wealth Management, Cody was a Financial Advisor with Wells Fargo Advisors based in Oxford, MS.

Cody was drawn to finance based on his passion to help individuals pursue their financial goals. He has a strong belief that advisors should be a guide as well as an educator to his clients in wading through the many complex financial issues. .

Professional History and Education

• Financial Advisor, Wells Fargo Advisors, 2011-2015
• Development Officer, University of Mississippi, 2006-2010
• Assistant Branch Manager, Regions Bank, 2002-2005

Personal

• Lives in Oxford, Mississippi with his wife Kara, and their two boys, Lucian and Fisher.
• Hobbies include coaching both of his boys’ sports team and exercise.