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Julie Carpenter

Financial Advisor

Coker & Palmer Inc

United States, Wyoming, Jackson

About Me

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.

Profile Information

Financial Advisor

Coker & Palmer Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Jackson

Wyoming

United States

May 15, 2024

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