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Julie C
Series 63, Series 66
Jackson, MS
Moors & Cabot, Inc.
Julie Carpenter is a financial advisor with Moors & Cabot, Inc. in Jackson, MS. She holds Series 63 and Series 66 licenses and has 42 years of industry experience. Her prior work includes seventeen years at Coker & Palmer, Inc. and two years at Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, and consulting services, offering tailored portfolio strategies and both discretionary and non-discretionary arrangements.
Loreli G
Series 63, Series 66
Jackson, MS
Moors & Cabot, Inc.
Loreli Ghee is a financial advisor at Moors & Cabot, Inc. in Jackson, MS, holding Series 63 and Series 66 licenses with 33 years of industry experience. Her prior work includes positions at Coker & Palmer, Morgan Stanley, and Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, and various institutional clients by providing investment management, financial planning, and consulting services. The firm offers tailored portfolio strategies and manages accounts on both discretionary and non-discretionary bases.
Bobby M
Series 63, Series 65
Jackson, MS
Moors & Cabot, Inc.
Bobby Miles Jr. is a financial advisor at Moors & Cabot, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Coker & Palmer for 17 years and Citigroup Global Markets for 2 years. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations with investment management, financial planning, and consulting services. The firm offers tailored portfolio strategies and manages accounts on both discretionary and non-discretionary terms.
James C
CFA®, Series 63, Series 65
Jackson, MS
Moors & Cabot, Inc.
James Coker is a CFA® charterholder with 42 years of industry experience. He is currently with Moors & Cabot, Inc. in Jackson, MS, where he has worked since 2026. Prior to this, he spent 35 years at Coker & Palmer, Inc. Coker serves on the Board of Directors of St. Dominic’s without compensation. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services using a variety of portfolio strategies and may allocate client assets to third-party or affiliated sub-advisors.
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