Harold D. Cooley, II RFC
Login to view DISC.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. "
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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