Mobile: 919-880-9095
- CERTIFIED FINANCIAL PLANNERTM
- Chartered Retirement Plans Specialist®
- Campbell University, BBA Trust and Investment Management
- Campbell University, Masters of Business Administration
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. Her vision for this endeavor was to meet her clients where they are and to guide them throughout their lifetimes.
As a financial advisor, 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 business and their lives.
I have lived in Durham since birth, 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.
A 2003 graduate of Campbell University, I hold a bachelor's in Trust & Wealth Management and master's in business administration.
After over 10 years as an institutional trust consultant for small business owners and nonprofits, I began my career as a financial advisor in 2003.
I use an established process to assist working investors, small business owners, retirees, professional women, and local nonprofits to create customized goals. I partner with you to keep you on track to attain those goals. I am passionate about empowering my clients to be comfortable investing, and instituting every step of our financial plan.
Please contact me for a no cost, no obligation review, or to set up a time to discuss your financial goals. I always have time for you and your questions.