Harold D. Cooley, II RFC

Inspirer
DISC Type : id

Owner at Lion Street

Raleigh, North Carolina, United States

Overview

Harold Cooley is a Managing Principal with a career spanning over four decades, specializing in intergenerational wealth management for business owners and affluent families. A graduate of UNC-Chapel Hill, he focuses on providing custom investment planning, estate planning, and business succession strategies to meet long-term financial goals.

As a North Carolina native, Harold has business interests outside of finance, including the ownership of rental properties and a solar farm. This suggests a personal and professional interest in real estate and renewable energy ventures alongside his primary focus on wealth management.

His firm is an Owner-Firm of Lion Street, a national company comprised of an elite network of "fiercely independent financial advisors. "

Personality Overview

Achievment Oriented

Confident & Optimistic

Decisive

They don’t mind taking a stand if they believe in something.  They respond well to objective pitches but also attach some value to relationships. They usually prefer to drive the conversation.

Topics They Care About

Intergenerational Wealth
His core specialty is assisting clients with navigating wealth decisions responsibly across multiple generations for business owners and individuals.
Business Succession
He has acquired a broad knowledge of business operations and succession planning through years of working with closely-held business owners.
Independent Advising
His firm is part of Lion Street, a national network of firms owned by "fiercely independent financial advisors, " indicating a core professional value.

Media Appearances

We are pleased to announce a formal merger with Harold D. Cooley II, RFC and his team. Featured in Facebook (Navitas Wealth Advisors)

See Now

Work History

1-2020
Owner at Lion Street
1-2020 - 4-2025
Managing Partner at Navitas Wealth Advisors
7-1999 - 1-2020
Managing Principal at Investment Planning & Management, LLC
1-1990 - 6-1999
Vice President at Financial Analysts

Education

1977 - 1982
Bachelor of Arts (B.A.) from The University of North Carolina at Chapel Hill
1976 - 1977
Education details unavailable from Mercersburg Academy

More Information

Social Presence :

Prographics :

Exp : 35 Location : Raleigh, North Carolina, United States Job Level : Senior Designation : Owner at Lion Street
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Insights For Selling To Harold D.

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Refer to testimonials from well known people to highlight the value of your product
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Harold D. is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Harold D.

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Harold D. move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Harold D. take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Harold D.

Personality Compatibility


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