Financial Advisor
Frattallone Wealth Partners
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Leah Cooley Email & Phone Number
Financial Advisor
at
Frattallone Wealth Partners
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Grand Rapids, Michigan, United States
Company size
Who is Leah Cooley? Overview
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Quick answer
Leah Cooley is listed as Financial Advisor at Frattallone Wealth Partners, a company with 35357 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Leah Cooley.
Leah Cooley previously worked as Financial Advisor at Edward Jones and Client Service Associate at Morgan Stanley. Leah Cooley holds Accounting from University Of Phoenix.
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Email format at Frattallone Wealth Partners
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Frattallone Wealth Partners
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Profile bio
About Leah Cooley
At Edward Jones, our team prioritizes building trust and delivering tailored financial solutions. My role as a Financial Advisor is to guide clients through wealth strategies, investment planning, and retirement, all while focusing on fostering long-term relationships. With a strong foundation in communication and organizational skills, I'm dedicated to helping clients achieve their financial aspirations.Drawing on my experience as a Client Service Associate at Morgan Stanley, I bring a deep understanding of client service excellence to Edward Jones. My commitment is to the creation of personalized financial recommendations that align with our clients' unique goals. The competencies honed over the years empower me to contribute significantly to the financial wellbeing of individuals and small businesses alike./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Current workplace
Leah Cooley's current company
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Frattallone Wealth Partners
6 roles
Leah Cooley work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Aug 2023 - Present
Client Service Associate
Jan 2020 - Aug 2023
Relationship Banker
- Provide outstanding client services and support in a retail banking environment. Implement strategies to build and strengthen client relationships, assess needs, and develop personalized financial recommendations..
- Excelled in corporate training and development programs as a new employee.
- Successfully earned NMLS license (#1913341) for mortgage loan originations.
Jun 2019 - Jan 2020
Marketing Specialist & Sr. Executive Assistant
Northern Trust
*Plans and coordinates special events for corporate functions, including conferences, workshops, business meetings, dinners and receptions*Works with internal stakeholders to develop marketing and sales goals and creates marketing strategy, agenda, collateral and communication plan*Determines event site and venue. Develops budget for the event, negotiates.
Mar 2013 - May 2015
Client Relations Specialist
Riverside Integrated Systems, Inc.
*Identify new and better ways to meet customer needs through an enhanced sales relationship*Monitoring and Inspection Sales *Provide administrative support to other members of the sales team*Meet demanding deadlines
Jun 2008 - Mar 2013
Team & coworkers
Colleagues at Frattallone Wealth Partners
Other employees you can reach at edwardjones.com. View company contacts for 35357 employees →
CH
Carolyn Hannaford
Colleague at Frattallone Wealth Partners
California, United States, United States
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CH
Carol Hutchinson
Colleague at Frattallone Wealth Partners
Lansing, Michigan, United States, United States
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LZ
Lynn Zook
Colleague at Frattallone Wealth Partners
Mount Pleasant, Iowa, United States, United States
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JS
Jean Smith
Colleague at Frattallone Wealth Partners
Lake In The Hills, Illinois, United States, United States
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DK
Douglas Kessel
Colleague at Frattallone Wealth Partners
Chicago, Illinois, United States, United States
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JB
Justin Barker
Colleague at Frattallone Wealth Partners
Greater Fort Wayne, United States
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JS
Joe Scalzitti
Colleague at Frattallone Wealth Partners
De Soto, Missouri, United States, United States
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CS
Chelsia Satterfield, Crpc™
Colleague at Frattallone Wealth Partners
Corryton, Tennessee, United States, United States
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JF
Jack Farner
Colleague at Frattallone Wealth Partners
O'Fallon, Missouri, United States, United States
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AT
Ankita Thakur
Colleague at Frattallone Wealth Partners
United States, United States
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Carolyn Hannaford
Colleague at Frattallone Wealth Partners
California, United States, United States
View →
CH
Carol Hutchinson
Colleague at Frattallone Wealth Partners
Lansing, Michigan, United States, United States
View →
LZ
Lynn Zook
Colleague at Frattallone Wealth Partners
Mount Pleasant, Iowa, United States, United States
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JS
Jean Smith
Colleague at Frattallone Wealth Partners
Lake In The Hills, Illinois, United States, United States
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DK
Douglas Kessel
Colleague at Frattallone Wealth Partners
Chicago, Illinois, United States, United States
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JB
Justin Barker
Colleague at Frattallone Wealth Partners
Greater Fort Wayne, United States
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JS
Joe Scalzitti
Colleague at Frattallone Wealth Partners
De Soto, Missouri, United States, United States
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CS
Chelsia Satterfield, Crpc™
Colleague at Frattallone Wealth Partners
Corryton, Tennessee, United States, United States
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JF
Jack Farner
Colleague at Frattallone Wealth Partners
O'Fallon, Missouri, United States, United States
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AT
Ankita Thakur
Colleague at Frattallone Wealth Partners
United States, United States
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2 education records
Leah Cooley education
Accounting
Education record
Forest Hills Central
FAQ
Frequently asked questions about Leah Cooley
Quick answers generated from the profile data available on this page.
What company does Leah Cooley work for?
Leah Cooley works for Frattallone Wealth Partners.
What is Leah Cooley's role at Frattallone Wealth Partners?
Leah Cooley is listed as Financial Advisor at Frattallone Wealth Partners.
Where is Leah Cooley based?
Leah Cooley is based in Grand Rapids, Michigan, United States while working with Frattallone Wealth Partners.
What companies has Leah Cooley worked for?
Leah Cooley has worked for Frattallone Wealth Partners, Edward Jones, Morgan Stanley, Old National Bank, and Northern Trust.
Who are Leah Cooley's colleagues at Frattallone Wealth Partners?
Leah Cooley's colleagues at Frattallone Wealth Partners include Carolyn Hannaford, Carol Hutchinson, Lynn Zook, Jean Smith, and Douglas Kessel.
How can I contact Leah Cooley?
You can use AeroLeads to view verified contact signals for Leah Cooley at Frattallone Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Leah Cooley attend?
Leah Cooley holds Accounting from University Of Phoenix.
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