Mitchell, Mcleod, Pugh & Williams, Inc.

Thomas Van Antwerp Jr. is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. in Mobile, Alabama, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mitchell McLeod Pugh & Williams since 2013. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as corporate pension plans, charitable institutions, and government entities. The firm employs a diversified investment approach combining individually managed equity and fixed-income portfolios with no-load mutual funds and ETFs, with a focus on capital preservation and income.

Katherine McGinley is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. with 17 years of industry experience. She holds a Series 65 credential and has been with the firm since 2006. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, corporate pension plans, foundations, and government entities. The firm employs a diversified investment process using individually managed equity and fixed-income portfolios, mutual funds, and ETFs, with a focus on capital preservation and income through high-quality bonds and blended equity portfolios.

Michael Barnett Jr. is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and BBVA Compass. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, corporate pension plans, and government entities. The firm’s investment approach features diversified portfolios combining individually managed equities and fixed-income holdings with no-load mutual funds and ETFs, emphasizing capital preservation and income.

Kyle Pugh is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. with 22 years of industry experience. He holds the Series 65 designation and has been with the firm since 2006. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, corporate retirement plans, charitable institutions, and government entities. The firm’s investment approach combines diversified portfolios of equities and fixed income with a focus on capital preservation and income, and it incorporates municipal and tax-exempt issuers into its fixed-income strategy.

Thomas Iturbe is a financial advisor at Mitchell, McLeod, Pugh & Williams, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Alliance Bernstein and UBS. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, pension plans, charitable institutions, and government entities. The firm combines individually managed equity and fixed-income portfolios with no-load mutual funds and ETFs, emphasizing broad diversification, low turnover, and systematic fund selection.

Douglas Mcleod is a financial advisor with Mitchell, Mcleod, Pugh & Williams, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with the firm since 2006. Outside of his advisory role, he is a member of Jubilee Early Child Development Center, LLC, a childcare organization, where he contributes financial and accounting expertise. Mitchell, Mcleod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, corporate pension plans, charitable institutions, and government entities. The firm uses a combination of individually managed equity and fixed-income portfolios, no-load mutual funds, and ETFs with a focus on diversification, low turnover, and systematic fund selection.

Gray Ingle is a financial advisor with Mitchell McLeod Pugh & Williams, Inc. He holds a Series 65 designation and has seven years of experience with his current firm, following prior roles at Employee Fiduciary, Interserv, LLC, and Dailyaccess Corporation. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, institutional clients, and qualified plans. The firm employs a diversified investment approach combining individually managed equity and fixed-income portfolios with no-load mutual funds and ETFs, integrating municipal and tax-exempt issuers in its fixed-income strategy.

Selwyn Turner IV is a CFA® charterholder at Mitchell, McLeod, Pugh & Williams, Inc. with one year of experience at the firm. He previously worked at Capital One for seven years and held roles at The Credit Junction. Mitchell, McLeod, Pugh & Williams provides discretionary and non-discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, and government entities. The firm employs a diversified investment approach combining individually managed equity and fixed-income portfolios with no-load mutual funds and ETFs.

Robert Arendall III is a financial advisor at Mitchell McLeod Pugh & Williams, Inc. in Mobile, Alabama, holding a Series 65 credential with five years of industry experience. Prior to joining his current firm, he spent nine years at ServisFirst Bank. Outside of his advisory role, he serves as the social club manager for Center Line, LLC, a non-investment related business. Mitchell McLeod Pugh & Williams offers discretionary and non-discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, corporate pension plans, and government entities. The firm’s investment approach emphasizes broad diversification through individually managed equity and fixed-income portfolios, no-load mutual funds, and ETFs, with a focus on capital preservation and income.

Richard Mitchell is a Series 63–licensed financial advisor with Mitchell McLeod Pugh & Williams, Inc. in Mobile, AL, where he has worked for 20 years. He has 33 years of industry experience in total. Mitchell McLeod Pugh & Williams provides discretionary and non-discretionary investment management and financial planning to a range of individual and institutional clients, including high-net-worth individuals, corporate pension plans, charitable institutions, and government entities. The firm employs a diversified investment process combining individually managed equity and fixed-income portfolios with no-load mutual funds and ETFs, emphasizing capital preservation and income through a blend of large and mid-cap stocks and laddered intermediate-term bonds.