OUB Wealth Management

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

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Bios

Cody Giles: Wealth Advisor

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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. In 2016, Cody became a SmartVestor Pro (formerly Endorsed Local Provider) for nationally syndicated radio talk show host Dave Ramsey.  Smartvestor Pro advisors are vetted continually by the Dave Ramsey organization to be trustworthy, competent, and send a consistent message of Dave's philosophies. Consistent with Dave's principles, Cody is committed to educating and empowering people to pursue their long-term investing goals. 

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Giles McPhail Wealth Management or LPL Financial.

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

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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.

disclaimer

NOT FDIC Insured | Not Bank Guaranteed | May Lose Value
Not Insured by any Federal Government Agency | Not a Bank
NOT FDIC Insured | Not Bank Guaranteed | May Lose Value
Not Insured by any Federal Government Agency | Not a Bank

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Oxford University Bank, OUB Wealth Management are not registered broker dealers nor are they affiliated with LPL Financial. This 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 U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: (AL, AR, GA, LA, MO, MS, NC, NY, OH, TN, TX, VA) Please note that not all of the investments and services mentioned are available in every state.