Make smart investing easy with the help of Oxford University Bank — we offer the services and knowledgeable experts to assist you with any aspect of your financial planning.
With a desire to empower and educate you, Cody and David will guide you toward the most ideal strategy for your unique situation and goals. Simply reach out to them today to get on the road to a better financial future.
- Summary
Breadth and depth of products:
- Brokered CDS
- Exchange traded funds
- Fixed and variable annuities
- Insurance
- Mutual Funds
Essential financial services:
- Asset allocation
- Business planning
- Retirement planning
- College savings
- Estate Planning
Check the background of your financial professional on FINRA's BrokerCheck
- Bios
Al Bell: Wealth Advisor
e-mail: [email protected] Telephone- (662) 801-3851
As a Wealth Advisor, Al works with his clients to help them pursue their short-term and long-term financial goals. Al believes that sound financial planning is the cornerstone to working toward financial independence. Al has over 21 years of experience in the financial industry. Prior to joining GilesMcPhail, Al spent 16 years in the banking industry. Al’s banking experience gives him a unique perspective into clients’ personal and professional financial challenges.
Professional History and Education
- Financial Advisor, AIG Retirement Services, 2017-2020
- Vice President, Bank of Commerce, 2014-2016
- Vice President, Merchants and Farmers Bank, 2000-2014
Personal
- Has lived in Oxford since 1996.
- Enjoys hunting, salt-water fishing, fly-fishing, and running.
Cody Giles: Wealth Advisor
e-mail:[email protected]
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 Giles McPhail 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.
David McPhail: Wealth Advisor
e-mail:[email protected]
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 Giles McPhail 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
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, cooking, traveling, and running.
Not Insured by any Federal Government Agency | Not a Bank
Not Insured by any Federal Government Agency | Not a Bank
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Oxford University Bank and OUB Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using OUB Wealth Management, and may also be employees of Oxford University Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Oxford Univerisy Bank or OUB Wealth Management. The OUB Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on registrations* )AL, AZ, FL, GA, LA, MO, MS, NC, NY, TN, TX, VA.
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