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Kim Cooley

Kim Cooley

by reztechm | Oct 17, 2021 | Director of Administration and Operations

Kim Cooley is the director of administration and operations for the East Coast office of Navitas Wealth Advisors. Her extensive experience within the financial planning industry gives Kim a client-forward perspective as she crafts systems, processes and best practices...

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Mississippi

574 HIGHLAND COLONY PARKWAY
SUITE 310
RIDGELAND, MS 39157

601-991-2830

North Carolina

3101 INDUSTRIAL DR.
SUITE 110
RALEIGH, NC 27609

919-856-1615

Georgia

8000 AVALON BOULEVARD
SUITE 100
ALPHARETTA, GA 30009

470-670-7270

[email protected]

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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Csenge Advisory Group, LLC, an investment advisor registered with the SEC. Navitas Wealth Advisors, Csenge Advisory Group and Lion Street Advisors, LLC are not affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. See https://www.finra.org/industry/rule-2210-brokercheck for more resources and information.

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