Our team consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
David is the President and founding partner of Coker & Palmer, Inc. He brings 39 years of experience in the financial services industry. He is a Chartered Financial Analyst and is a member of the CFA Society of Mississippi as well as the CFA Institute. He also served as President of the CFA Society of Mississippi from 2002 to 2003. He received his MBA from the University of Houston and BBA from the University of Texas.
Mike is a financial advisor and principal with Coker & Palmer, Inc., in Jackson, Mississippi, where he specializes in financial planning and investment management for individuals and retirement plans for companies and their employees. Mike received his Bachelors of Science Degree from the University of North Alabama in 1979 where he held a double major in Management and Marketing and minors in Economics and Finance. He received his MBA from the University of Southern Mississippi in 1989. Mike holds a Series 7 General Securities License, a Series 9/10 General Sales Supervisor License, a Series 24 General Principal’s License, a Series 31 Managed Futures License, a Series 66 Investment Advisor License, as well as Life, Accident, and Health Insurance Licenses in multiple states.
Julie has over 30 years of experience in the financial services industry. She received a master of education degree from Delta State University and began her career at Merrill Lynch in 1983. While working at Legg Mason she received a designation as a wealth management specialist and holds Series 7, Series 66 and insurance licenses. Julie works with clients in managing their investments and planning for their comprehensive financial needs.
David brings 30 years’ experience in investing to Coker & Palmer, Inc. He manages investments for individuals, families, trusts and retirement plans. David graduated from the University of the South at Sewanee, TN. in 1972. He obtained his CFP® certificate, Certified Financial Planner, in 2008. He is a member of the Financial Planning Association as well as the Mississippi chapter.
David Poland has been serving clients in the investment industry since 1993. He was initially employed by Legg Mason Wood Walker, Inc., a division of Legg Mason which is a regional investment firm based in Baltimore, MD. In 2006, Legg Mason sold Legg Mason Wood Walker, Inc. to Citi Smith Barney. David remained at Citi Smith Barney until joining Coker & Palmer, Inc. in March 2009. Prior to 1993, he worked in the insurance industry from 1990 to 1992. David obtained the Certified Financial Planner ® professional designation in 2005. David works with clients in a variety of ways, including but not limited to long-term investing, retirement planning, portfolio asset allocation, and personal financial planning. David is married and has one child. He is active in his church, is a board member of a local non-profit organization, and is active in the Mississippi Financial Planners Association.
Elee brings over 15 years of investment experience to Coker & Palmer, Inc. She manages investments for individuals, trusts and retirement plans. Prior to her association with Coker & Palmer, Elee served as a hedge fund analyst for Womack Asset Management, Inc. and Johnson Rice & Company, LLC. She is a member of the CFA Society of Mississippi, as well as the CFA Institute, an organization that leads the investment industry by setting the highest standards of ethics and professional excellence. Elee is a past recipient of the Mississippi Society of Financial Analysts Award. She is an honors graduate of Millsaps College and holds Bachelors and Masters degrees in Business.
Nathan Wood has been with Coker & Palmer, Inc. since 2012. He has been a Financial Advisor since 2002. After 10 years working for Wall Street firms he decided to make a change to better serve his clients. Nathan is series 7, 66 and insurance licensed. He holds an Accredited Asset Management Specialist designation from the College for Financial Planning and a Wealth Advisory Specialist designation. He believes in doing what’s best for his clients and making sure the custom portfolios he manages represents the risk tolerance, goals, objectives, time horizon and overall suitability of his clients. Nathan is a graduate of Kansas State University and is married with two children, a boy and a new baby girl. In his spare time, he loves saltwater fishing and boating.