Private Wealth Management

Philosophy & Approach

For more than 35 years, Giles has helped clients plan for and realize their financial futures. In partnership with his son, George, Giles’ mission is to build lasting, cross-generational client relationships focused on near-term and long-term financial objectives. According to Giles, “As a father and son team, we relate to many of our clients who seek to establish a financial roadmap for their present and future generations. We bring an enhanced approach to strategic long-term planning and investment advice that recognizes the varying interests and concerns of up and coming, maturing, and established clients.”

Wendy Giles, a registered sales assistant since 2007 with over 30 years of experience, supports the Coors Group and seeks to offer a high touch level of service for all clients.

Experience & Education

Giles joined Stephens Private Client Group in 2004. Prior to joining Stephens as branch manager, Giles was a regional manager and branch manager at J. C. Bradford & Co., later to become part of UBS Financial Services Inc., and also worked at Prudential Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith, Inc.

Giles graduated from the University of Mississippi with a Bachelor of Arts in Banking and Finance. He has also completed Stephens’ advanced wealth management program, Stephens University, at Wake Forest University.

Personal

Giles and his wife live in Memphis.