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David Poland

Financial Advisor

Coker & Palmer Inc

United States, Wyoming, Jackson

About Me

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, p

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Profile Information

Financial Advisor

Coker & Palmer Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Jackson

Wyoming

United States

Aug 15, 2024

Work Experience

Coker & Palmer Inc

Financial Advisor
Mar 2009 - Present
Email: dpoland@cokerpalmer.com

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