Meet The Team
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.
J. David Coker, CFA®
president
David is the President and founding partner of Coker & Palmer, Inc. He brings 33 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.
FINRA's BrokerCheckJames Y. Palmer
principal Jim Palmer is a founding partner of Coker & Palmer, Inc. He brings 55 years of investment experience in the financial service industry, specializing in financial planning and investment management. He is an active volunteer in various charitable and industry organizations and has served as a member of several local boards, including The Boy Scouts of America - Andrew Jackson Council, The Mississippi Symphony Orchestra, and Past President of River Hills Tennis Club. Mr. Palmer attended the University of the South in Sewanee, Tennessee and graduated from the University of Mississippi with a BBA in Banking and Finance.
Warwick Alley, CFP®
Financial Advisor
Warwick brings over 14 years of both institutional and advisory experience to Coker & Palmer, Inc. Warwick most recently was an advisor with UBS. Prior to that, he was an institutional bond salesman and trader with Carolina Capital Markets, LLC. Warwick earned a Bachelor’s degree in biology from Millsaps College and participated in both varsity baseball and soccer. He earned his CERTIFIED FINANCIAL PLANNERTM designation in 2016. He serves on the boards of CFA Society Mississippi, New Stage Theatre, St. Andrew’s Alumni, The Louis Wilson Fund at Millsaps College and serves on the vestry at St. James’ Episcopal Church. Warwick resides in Jackson with his wife, Elizabeth, and their two children, Ivy and Warwick.
FINRA's BrokerCheckPhil Burnett
financial advisor
Phil brings over 25 years of wealth management experience to Coker & Palmer, Inc. Prior to joining Coker & Palmer, Phil served as Executive Director for Bank of America and UBS Americas, managing large businesses and leading teams of Wealth Management Advisors. Phil now works with wealthy individuals and families to manage their assets, and help them generate investment income when appropriate. The skill and expertise to understand his clients, and to hand craft custom portfolios, along with his commitment, discipline and maturity to monitor, review and revise portfolios as markets, clients’ goals and resources evolve is what differentiates Phil from the field of competition. Phil was recently named as one of Mississippi’s Leaders in Finance by the Mississippi Business Journal.
FINRA's BrokerCheckMike Byers
Financial Advisor
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.
FINRA's BrokerCheckJulie Carpenter
Financial Advisor
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.
FINRA's BrokerCheckWhitney Clayton
Financial Advisor
Whitney Clayton is a native of Madison, MS. She received her undergraduate degree from Centenary College and Master of Business Administration from Millsaps College. Whitney has been with Coker & Palmer, Inc. since 2009 and has her Series 7, Series 66, and insurance licenses.
FINRA's BrokerCheckDave Dear
Financial AdvisorDave brings over 25 years of financial experience to Coker & Palmer, Inc. He is focused on providing guidance to clients in the areas of retirement accounts and individual investment accounts. Dave started his career at Deposit Guaranty National Bank, managing personal trust accounts. He spent 5 years growing his investment business and knowledge at Prudential Securities. Dave is a graduate of Mississippi State Univesity with a B.A. in finance and economics. He also holds a trust degree from Birmingham Southern.
FINRA's BrokerCheckBobby Miles
Financial Advisor
FINRA's BrokerCheckDavid Morse, CFP®
Financial Advisor
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.
FINRA's BrokerCheckDavid Poland, CFP®
Financial AdvisorDavid 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.
FINRA's BrokerCheckElizabeth (Elee) Reeves
Financial Advisor
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.
FINRA's BrokerCheck
Gayden Ward
Financial Advisor
Jamie Ward
Financial Advisor
Nathan L. Wood
Financial Advisor
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.
FINRA's BrokerCheck