Focus
Bob Coffin has spent more than four decades working alongside individuals and families as they make important financial decisions through changing markets, economic conditions, and life transitions. His experience has reinforced several guiding principles: patience often matters more than precision, the long-term impact of compounding can be significant, and resilience has remained a defining characteristic of both people and the financial markets over time.
Bob values the relationships he has built throughout his career and enjoys getting to know each client on a personal level. He appreciates that every situation is different and welcomes the opportunity to help clients understand their options so they can make informed decisions that align with their priorities.
Education, Awards & Credentials
- University of Mississippi
- Bachelor of Business Administration
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Forbes Best-in-State Advisor (2026)
Outside the Office
Raised in Laurel, Mississippi, Bob enjoys spending time with his wife, Susan, their son, Robert, their daughter, Merry Grace, and their five grandchildren. Family gatherings are especially meaningful during Ole Miss football weekends in Oxford, where they enjoy celebrating holidays, milestones, and time together as their family continues to grow. His community involvement includes serving as a past board member and president of the Community Foundation of East Mississippi. He is also a current Executive Board Member with Scouting America and previously served as board president and an assistant scoutmaster.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.