Peter Morris

Hilary Giles is a Private Wealth Advisor at Merrill Private Wealth Management, leading the Giles Group which serves a select clientele including wealth creators in technology, healthcare, and private equity. Her practice focuses on delivering personalized and collaborative advice tailored to the unique dynamics and priorities of each client relationship. She specializes in investment management, liquidity event planning, cash-flow analysis, and trust and estate planning services, and is experienced in creating values-based portfolio strategies and developing custom philanthropic plans. Ms. Giles has extensive experience advising multi-generational families and guiding clients through pivotal financial events such as business sales, initial public offerings, significant venture distributions, and establishing family philanthropic plans. She holds a B.A. from Georgetown University, where she graduated Phi Beta Kappa and Summa Cum Laude, and an M.B.A. from Columbia University, where she was a Merit Fellow. She also holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Hilary Giles is a member of the Tarratine Club of Islesboro Maine. She resides in Portola Valley, California, with her husband and enjoys basketball, boating, cooking, hiking, reading, and spending time with her family.