Mitchell, Mcleod, Pugh & Williams, Inc.

Thomas Van Antwerp is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Mitchell McLeod Pugh & Williams since 2013. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, corporate pension plans, charitable institutions, and government entities. The firm emphasizes tailored portfolio construction using a blend of individual stocks, mutual funds, ETFs, and bonds, with a focus on tax-aware strategies and capital preservation.

Katherine McGinley is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. in Mobile, AL, holding a Series 65 designation with 17 years of industry experience. She has been with the firm since 2006. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, corporate pension plans, charitable institutions, and government entities. The firm customizes portfolio construction to client objectives and risk tolerance, managing a multi-billion dollar asset base with a focus on tax-aware equity strategies and high-quality, intermediate-term fixed income portfolios.

Michael Barnett is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and BBVA Compass, among other firms. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, corporate pension plans, charitable institutions, and government entities. The firm manages a multi-billion dollar asset base and emphasizes tailored portfolio construction with a mix of individual securities, mutual funds, ETFs, and bonds, alongside offering consulting and administrative services.

Kyle Pugh is a financial advisor with Mitchell, McLeod, Pugh & Williams, Inc. in Mobile, Alabama. He holds a Series 65 credential and has 22 years of industry experience, including 20 years at his current firm. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment advisory services to individuals, corporate pension and profit-sharing plans, charitable institutions, and government entities. The firm manages a multi-billion dollar asset base and offers tailored portfolio construction using a diversified mix of securities, along with ancillary bookkeeping and check-writing services.

Thomas Iturbe is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. He holds a Series 65 credential and has recent experience with Alliance Bernstein and UBS. He has been with his current firm since 2025. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment advisory services to individuals, including high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, estates, and government entities. The firm manages a multi-billion dollar asset base and emphasizes tailored portfolio construction with a tax-aware focus and regular client communications.

Douglas Mcleod is a financial advisor at Mitchell, Mcleod, Pugh & Williams, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2006. Outside of his advisory role, he is a member of Jubilee Early Child Development Center, LLC, where he contributes to financial, accounting, and contract negotiation duties. Mitchell, Mcleod, Pugh & Williams provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, corporate pension plans, charitable institutions, and government entities. The firm manages a multi-billion dollar asset base with tailored portfolio construction focused on individual client objectives and risk tolerance, combining various investment vehicles and emphasizing tax-aware strategies and capital preservation.

Gray Ingle is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. with five years of industry experience. He holds the Series 65 designation and has worked at his current firm since 2019, following prior roles at Employee Fiduciary, Interserv, LLC, and Dailyaccess Corporation. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, corporate pension plans, charitable institutions, and government entities. The firm employs tailored portfolio construction using a diversified mix of securities and emphasizes tax-aware strategies and capital preservation.

Robert Arendall III is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining Mitchell McLeod Pugh & Williams in 2021, he worked at ServisFirst Bank for nine years. Outside of his advisory role, he serves as a social club manager for Center Line, LLC. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment advisory services to individuals, corporate pension plans, charitable institutions, and government entities. The firm manages a multi-billion dollar asset base and emphasizes tailored portfolio construction with a tax-aware focus, offering ancillary bookkeeping and check-writing services to select clients.

Richard Mitchell is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. in Mobile, Alabama, holding a Series 63 designation with 33 years of industry experience. He has been with the firm since 2006. Mitchell, McLeod, Pugh & Williams, Inc. provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, corporate pension and 401(k) plans, charitable institutions, and government entities. The firm offers tailored portfolio construction focused on tax-aware equity blends and intermediate-term bond strategies, managing approximately $2.7 billion in assets while providing comprehensive client communications and additional services such as consulting, bookkeeping, and check-writing.