Danielle  Cooley,  CFP<sup>&reg;</sup> - Financial Advisor

Danielle Cooley, CFP®

Owner

Lily Wealth Partners

2741 Campus Walk Ave
Durham, NC 27705
(919) 880-9095 CONNECT WITH Danielle
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General

Danielle Cooley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lily Wealth Partners in Durham, NC and the surrounding communities.

Financial Advisor Overview

Danielle Cooley is a Durham, NC native. She graduated from Campbell University with a BBA degree in Trust & Investment Management, and Master's of Business Administration.  After working for a large southeastern bank and a national broker/dealer,  Danielle founded Lily Wealth Partners to provide her clients and small business owners with personalized financial planning.  Danielle specializes in holistic wealth management, financial planning, and investment management for small business owners, female executives, divorcees and families who dream of a comfortable retirement.  She is also adept at socially conscious investing and the unique needs of LGBTQ community.  Danielle resides in Durham with her daughter, Holley, and volunteers with various organizations. 

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: North Carolina
  • Fixed annuities: North Carolina, Maryland, Virginia
  • Variable annuities: North Carolina, Maryland, Virginia

Broker-Dealer Affiliation

FSC Securities Corp.

Broker-Dealer Disclaimer

Danielle Cooley, CFP® is a registered representative who offers securities through FSC Securities, Member FINRA/SIPC.  FSC Securities Corporation is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC Securities Corporation.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources