Milton Cooley, Ea, Ntpi Fellow
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Milton Cooley, Ea, Ntpi Fellow Email & Phone Number

Financial Advisor at Cetera Financial Specialists at Cetera Financial Specialists LLC
Location: Irmo, South Carolina, United States 3 work roles 1 school
1 work email found @ceterafinancialspecialists.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email m****@ceterafinancialspecialists.com
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Current company
Cetera Financial Specialists LLC
Role
Financial Advisor at Cetera Financial Specialists
Location
Irmo, South Carolina, United States
Company size
164 employees

Who is Milton Cooley, Ea, Ntpi Fellow? Overview

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Quick answer

Milton Cooley, Ea, Ntpi Fellow is listed as Financial Advisor at Cetera Financial Specialists at Cetera Financial Specialists LLC, a with 164 employees, based in Irmo, South Carolina, United States. AeroLeads shows a work email signal at ceterafinancialspecialists.com and a matched LinkedIn profile for Milton Cooley, Ea, Ntpi Fellow.

Milton Cooley, Ea, Ntpi Fellow previously worked as Financial Advisor at Cetera Financial Specialists Llc and Branch Manager at Cetera Financial Specialists. Milton Cooley, Ea, Ntpi Fellow holds Bs, Finance from University Of South Carolina.

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Email format at Cetera Financial Specialists LLC

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*@ceterafinancialspecialists.com
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AeroLeads found 1 current-domain work email signal for Milton Cooley, Ea, Ntpi Fellow. Compare company email patterns before reaching out.

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Profile bio

About Milton Cooley, Ea, Ntpi Fellow

I am an Independent Financial Advisor specializing in Retirement Planning offering a range of investment and insurance products and services. I am also admitted to practice before the Internal Revenue Service as an Enrolled Agent where I have unlimited authority to represent clients at all levels of the IRS. Additionally, as an NTPI fellow, I maintain specialized knowledge and training to represent clients before the IRS allowing me to be more effective in resolving tax issues for my clients. My overarching goal is to help my clients understand and manage their financial resources so that they are able to make smart money decisions for themselves and thereby have control of their own financial destiny. As part of my value proposition, I offer tax planning and preparation to each of my clients in order to pursue wealth maximization through minimization of the tax liability.Because Retirement Planning is crucial for the financial well being of everyone, I provide a tiered service model that allows me to serve all clients regardless of income or asset level.

Listed skills include Tax Preparation, Strategic Financial Planning, Retirement Planning, Investments, and 17 others.

Current workplace

Milton Cooley, Ea, Ntpi Fellow's current company

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Cetera Financial Specialists LLC
Cetera Financial Specialists Llc
Financial Advisor at Cetera Financial Specialists
schaumburg, illinois, united states
Website
ceterafinancialspecialists.com
Employees
164
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3 roles

Milton Cooley, Ea, Ntpi Fellow work experience

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Financial Advisor

Current
Cetera Financial Specialists Llc

Branch Location: 29 Olde Stream Ct; Irmo, Sc 29063

Independent Financial Professional focusing on retirement planning. I am committed to helping my clients pursue their financial goals for themselves, their families and their businesses by providing strategies for asset accumulation, preservation and transfer. Currently registered in the states of South Carolina, North Carolina, Virginia, Georgia, Florida, Colorado and California. Visit my website at www.miltoncooley.com to learn more about what we do.Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

Jan 2001 - Present

Enrolled Agent

Current
Tax On Wheels, Llc

Po Box 2447 Irmo Sc 29063

Assisting individuals and small businesses in meeting their tax filing needs in a manner that is comfortable and convenient while maintaining high standards of excellence all at an affordable cost. Visit my website at www.taxonwheels.com to find helpful do it yourself tax resources including forms, instructions and videos. Be sure to visit our tax blog at www.taxonwheels.com/blog to access up to date consumer tax information for anyone looking to navigate the ever changing taxpayer landscape.

Jan 1991 - Present
Team & coworkers

Colleagues at Cetera Financial Specialists LLC

Other employees you can reach at ceterafinancialspecialists.com. View company contacts for 164 employees →

FB Frank Burkhead Frank Burkhead Colleague at Cetera Financial Specialists LlcJefferson City, Missouri, United States View → DC David Christensen David Christensen Colleague at Cetera Financial Specialists LlcGermantown Town, Wisconsin, United States View → JS Jill Strampel Jill Strampel Colleague at Cetera Financial Specialists LlcUnited States View → MV Maxine Vargas Maxine Vargas Colleague at Cetera Financial Specialists LlcLemon Grove, California, United States View → JO Jerod Ostermeier, Cpa, Cfp® Jerod Ostermeier, Cpa, Cfp® Colleague at Cetera Financial Specialists LlcSpringfield, Missouri, United States View → LH Lee'Dya Houze Lee'Dya Houze Colleague at Cetera Financial Specialists LlcLos Angeles Metropolitan Area, United States View → FF Francisco Fuentes, Cfp® Francisco Fuentes, Cfp® Colleague at Cetera Financial Specialists LlcMiami, Florida, United States View → MC Mitchell Czuk Mitchell Czuk Colleague at Cetera Financial Specialists LlcGreater Seattle Area, United States View → DH Daniel Hanson Daniel Hanson Colleague at Cetera Financial Specialists LlcBrainerd, Minnesota, United States View → PA Patty Ahern Patty Ahern Colleague at Cetera Financial Specialists LlcSchaumburg, Illinois, United States View →
1 education record

Milton Cooley, Ea, Ntpi Fellow education

FAQ

Frequently asked questions about Milton Cooley, Ea, Ntpi Fellow

Quick answers generated from the profile data available on this page.

What company does Milton Cooley, Ea, Ntpi Fellow work for?

Milton Cooley, Ea, Ntpi Fellow works for Cetera Financial Specialists LLC.

What is Milton Cooley, Ea, Ntpi Fellow's role at Cetera Financial Specialists LLC?

Milton Cooley, Ea, Ntpi Fellow is listed as Financial Advisor at Cetera Financial Specialists at Cetera Financial Specialists LLC.

What is Milton Cooley, Ea, Ntpi Fellow's email address?

AeroLeads has found 1 work email signal at @ceterafinancialspecialists.com for Milton Cooley, Ea, Ntpi Fellow at Cetera Financial Specialists LLC.

Where is Milton Cooley, Ea, Ntpi Fellow based?

Milton Cooley, Ea, Ntpi Fellow is based in Irmo, South Carolina, United States while working with Cetera Financial Specialists LLC.

What companies has Milton Cooley, Ea, Ntpi Fellow worked for?

Milton Cooley, Ea, Ntpi Fellow has worked for Cetera Financial Specialists Llc, Cetera Financial Specialists, and Tax On Wheels, Llc.

Who are Milton Cooley, Ea, Ntpi Fellow's colleagues at Cetera Financial Specialists LLC?

Milton Cooley, Ea, Ntpi Fellow's colleagues at Cetera Financial Specialists LLC include Frank Burkhead, David Christensen, Jill Strampel, Maxine Vargas, and Jerod Ostermeier, Cpa, Cfp®.

How can I contact Milton Cooley, Ea, Ntpi Fellow?

You can use AeroLeads to view verified contact signals for Milton Cooley, Ea, Ntpi Fellow at Cetera Financial Specialists LLC, including work email, phone, and LinkedIn data when available.

What schools did Milton Cooley, Ea, Ntpi Fellow attend?

Milton Cooley, Ea, Ntpi Fellow holds Bs, Finance from University Of South Carolina.

What skills is Milton Cooley, Ea, Ntpi Fellow known for?

Milton Cooley, Ea, Ntpi Fellow is listed with skills including Tax Preparation, Strategic Financial Planning, Retirement Planning, Investments, Tax Returns, Finance, Retirement Income Strategies, and Retirement Savings.

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