555 South Mangum Street,
3356 Six Forks Road
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Danielle Cooley, CFP®, CRPS® founded Lily Wealth Partners in 2019 to provide holistic wealth management and financial planning to her families and small business owners.
As a CERTIFIED FINANCIAL PLANNER™ , I believe that the best interest of my clients come first. Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it's convenient for my clients because I recognize the challenging needs of their businesses and their lives.
I was born in Durham, and am raising my daughter, Holley, here as well. I am an active member of my community, serving as past president of Durham Civitan Club, past secretary of Rougemont Ruritan Club, active member of Profits in the Park BNI, as well as past president of the Durham Women in Networking. I am also an active volunteer with Meals on Wheels of Durham.
Holley and I love spending time in or near water, when we aren't volunteering or running 5k's for charities.
After over 10 years as an institutional trust consultant for small business owners and nonprofits, I began my career as a personal financial advisor in 2009. I have the expertise to assist families and business owners create a solid plan for retirement.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, or preserve your family and assets, our personalized service focuses your needs, wants, and long-term goals.
We have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you for your financial planning, college expense planning, estate planning and retirement planning.