Giles provides advice to high net worth individuals, families, businesses, non profit organizations, and fiduciary clients in all areas of their investment and wealth management needs.
CPA/PFS, CFP®, CIMA®
University of North Carolina – Wilmington, B.S., Accounting
Elder, Central Church of God, serving on the Finance Committee.
Member, Advisory Board, Church of God Children’s Home, Concord, NC.