David McPhail, AIF®, JD, MBA
Wealth Advisor
As the firm’s Chief Invesment Strategist, David manages the firm’s core portfolio strategy and also provides strategic asset allocation advice for the firm's clients. David advises his clients on an array of issues, including investment management, financial planning, business continuity planning, and generational wealth transfer.
Prior to founding GilesMcPhail Wealth Management, David was a Financial Advisor with Wells Fargo Advisors and also practiced law with 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
Personal
- 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, Chicago Cubs baseball, traveling, and running.
Phone
(662) 234-6111