Cooper Daniels | Modern Woodmen Financial Representative

Cooper Daniels

Photograph of Cooper Daniels

Cooper Daniels

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Cooper Daniels
At work

At work

At work

Why I do what I do

Why I do what I do

I’m passionate about helping my members determine their financial goals. We work together to create a plan based on their unique needs.

I serve members in…

Charlotte and surrounding areas.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, stocks, bonds, ETFs, mutual funds, variable annuities, and investment advisory services.

I attended…

Hampden-Sydney College.

“Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.”
At home

At home

At home

My life outside of work

My family includes…

my mom, dad, younger sister, girlfriend, Caroline, and her dog, Auggie.

In my free time, you can find me…

exercising at the gym, cooking, or enjoying the outdoors.

My greatest blessing is…

my family, friends and members!

My hidden talent is…

snowboarding.

Community impact

In the community

In the community

My local community impact

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

the Do-Good Grant®. I love getting my members to do their Do-Good Grant®. A great example is in the photo above, when TJ and I brought school supplies to a local elementary school before the kids started class.

Featured story

Featured story

Featured Story Image

Daniels family Do-Good Grant®

My mom is an elementary school librarian in a lower-income school where it is hard to get new library books for the kids. As a Modern Woodmen member, my dad used his Do-Good Grant® to buy new library books for the kids. It was a great way to get my family involved and give back to the community.

Current insights

Current insights

In May, I graduated magna cum laude from Hampden-Sydney College, wrapping up an incredible four years before moving to Charlotte to begin my career in financial planning. Since then, I’m proud to share that I’ve gone 5-for-5 on my licensing exams, including the SIE, Series 7, Series 66, and North Carolina Life and Health Insurance exams. A huge thank you to Dean Tinney and Kenneth Finnen for helping me prepare for these exams, and to Keith Mays, MBA, and TJ Clayton-Cornell, ChSNC, FIC, for their continued support and guidance. I’m incredibly grateful for everyone who has invested in me and helped me reach this point. I’m excited for what’s ahead as I continue building my career in Charlotte and putting what I’ve learned to work for the individuals and families I have the opportunity to serve.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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