Jackson, MS

Michael brings over 30 years of asset management and institutional brokerage experience to Moors & Cabot. Most recently he served as Managing Director of IBERIA Capital Partners, where he was responsible for managing the formation of the broker-dealer including the development of the investment banking, research, sales, and trading platforms.  Prior to that, Michael served as founder and partner of Southcoast Capital, LLC until its sale to Hibernia National Bank in the year 2000.

Nathan Wood has been a Financial Advisor since 2002. Prior to Moors & Cabot, Nathan joined Coker & Palmer in 2012 after 10 years in the industry. 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 strives to align the custom portfolios he manages to represent 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 girl. In his spare time, he loves saltwater fishing and boating.

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.

David brings 42 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.