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Hilary G

Series 63, Series 65

Islesboro, ME

Merrill

Hilary Giles is a Managing Director and Private Wealth Advisor at Merrill Private Wealth Management, where she is a co-founder of The ABGOS Group. She serves a select group of wealth creators in technology, healthcare, and private equity, providing personalized and consultative financial advisory services. Hilary's practice focuses on investment management, liquidity event planning, cash-flow analysis, trust and estate planning, as well as values-based portfolio strategies and custom philanthropic planning. She advises clients on critical financial decisions, including business sales, initial public offerings, venture distributions, and family philanthropic plans. Hilary has been with Merrill since 2003. Her previous roles include managing the Northern California client account management group at Bessemer Trust and serving as Director of Fixed Income Research and Portfolio Manager at Sand Hill Advisors. She also managed an institutional Asian fixed-income portfolio at Prudential in Hong Kong and worked on the fixed income syndicate desk at J.P. Morgan. She holds a Bachelor of Arts degree from Georgetown University, where she was a Phi Beta Kappa graduate, and a Master of Business Administration from Columbia University, where she received a merit fellowship. Hilary holds the Personal Investment Advisor (PIA) designation. Outside of her professional career, Hilary lives in Portola Valley, California, with her husband. She has been involved with the Portola Valley Parcel Tax Oversight Committee and is a member of the Tarratine Club of Islesboro Maine. Her personal interests include basketball, boating, cooking, hiking, reading, and spending time with her family.

Liquidity event planning Wealth management Charitable giving & philanthropy Multi-generational wealth transfer
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