Senior Vice President
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 client associate since 2007 with more than 30 years of experience, supports the Coors Group and seeks to offer a high touch level of service for all clients.
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.
Giles and his wife live in Memphis.