Coker & Palmer

Michael Miller is a financial advisor at Coker & Palmer with 33 years of industry experience. He holds a Series 63 designation and has been with Coker & Palmer since 2015. The firm provides investment advisory services to a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. Coker & Palmer offers portfolio management, manager-selection programs, and financial planning, employing various analytical methods and strategies tailored to client-specific investment policy statements.

Nathan Wood is a financial advisor at Coker & Palmer with 23 years of industry experience. He holds a Series 66 designation and has been with Coker & Palmer since 2012. Outside of his advisory role, he performs contract work for the Cherokee Bend Condo Association, providing pool maintenance services during evenings and weekends. Coker & Palmer offers investment advisory services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs multiple methods of analysis and various investment strategies and manages both discretionary and non-discretionary portfolios.

Julie Carpenter is a financial advisor with Coker & Palmer in Jackson, MS, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. She has been with Coker & Palmer since 2009. Coker & Palmer provides investment advisory services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, manager-selection programs, and financial planning, utilizing multiple analytical methods and strategies tailored to client-specific investment policy statements.

Loreli Ghee is a financial advisor at Coker & Palmer with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Coker & Palmer since 2016, following seven years at Morgan Stanley Smith Barney. Coker & Palmer provides investment advisory services to individuals, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm employs multiple methods of analysis and offers both discretionary and non-discretionary portfolio management, including manager-selection programs and financial planning.

Bobby Miles Jr. is a financial advisor at Coker & Palmer in Jackson, MS, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Coker & Palmer since 2009. Coker & Palmer provides investment advisory services to a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, manager-selection programs, and financial planning, employing multiple analysis methods and investment strategies tailored to client-specific policy statements.

Claire Friedrichs is a financial advisor with Coker & Palmer in New Orleans, LA, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. She previously worked at Raymond James & Associates for eight years before joining Coker & Palmer in 2021. Outside of her advisory role, she is a partner in Friedrichs Taylor LLC, a business unrelated to her advisory work. Coker & Palmer provides investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, employing multiple methods of analysis and strategies that include asset allocation and manager-selection programs.

James Coker is a CFA® charterholder with 42 years of industry experience and has been with Coker & Palmer since 1991. He serves on the board of directors for St. Dominic's, a community role he holds without compensation. Coker & Palmer provides investment advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs multiple analytical methods and offers portfolio management, manager-selection programs, and financial planning, overseeing both discretionary and non-discretionary assets.