Danielle Cooley Email & Phone Number
Certified Financial Planner and Owner
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Danielle Cooley Location
- Durham, NC, US
Danielle Cooley Work
- 2019 -now Certified Financial Planner and Owner @ Lily Wealth Partners
- 2009 -2019 Financial Advisor @
- 2007 -2009 Retirement Consultant @ Gordon Asset Management, LLC
- 2006 -2007 Marketing @ Sytech
- 2003 -2006 Institutional Services Consultant @
Danielle Cooley Education
- Campbell University, Lundy-Fetterman School of Business
MBA (Masters of Business Administration)
1998-2003 - Campbell University
BBA (Trust and Investment Management/Pre-Law)
1998-2003
Danielle Cooley Skills
- Wealth Management
- Traditional IRA
- 401k Rollovers
- 529 Plans
- SEP IRA
- Investments
- Stocks
- Business Retirement Plans
- Client Service
- 401k
- Asset Allocation
- Roth IRA
- Series 7
- Retirement Planning
- Equities
- Mutual Funds
- Simple IRA
Danielle Cooley Summary
- Danielle Cooley, based in Durham, NC, US, is currently a Certified Financial Planner and Owner at Lily Wealth Partners. Danielle Cooley brings experience from previous roles at Edward Jones, Gordon Asset Management, LLC, Sytech and BB&T. Danielle Cooley holds a 1998 - 2003 MBA in Masters of Business Administration @ Campbell University, Lundy-Fetterman School of Business. With a robust skill set that includes Wealth Management, Traditional IRA, 401k Rollovers, 529 Plans, SEP IRA and more. Danielle Cooley has 1 emails and 2 mobile phone numbers on RocketReach.
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