Bill Cooney is a Highland Capital Brokerage Vice President in the downtown Seattle office. Bill is a fifteen year plus veteran in the financial services industry, more than a decade of which he spent building his own planning-based insurance and investment practice.
Bill consults with clients and collaborates with their advisors to design customized plans based on the clients’ individual story, unique set of beliefs, and vision for the future they have identified as being important to them. In this way, any recommended strategies are assured to best achieve desired outcomes. These plans address accumulation, contingency, and wealth transfer needs.
Bill holds the Chartered Life Underwriter® (CLU®) designation, the premier credential in the insurance profession, representing eight comprehensive college-level courses covering all aspects of insurance planning, estate and retirement issues, taxation, business insurance and risk management. He is also a Chartered Financial Consultant® (ChFC®), an advanced financial planning designation which requires more courses than any other financial planning credential. He also holds the following licenses: Series 6 (FINRA Investment Company Products and Variable Products Limited Representative), Series 63 (NASSA Uniform Securities Agent State Law Examination) and Series 65 (NASSA Uniform Investment Advisor Law Examination).
Originally from New England, Bill has lived in Seattle since 1989. He is married to a native New Yorker and has two young children. Bill enjoys the outdoors, writing music, following Huskies football and cooking for his family and friends. He is an active member of the Seattle Children’s Hospital Legacy Advisors Council as well as the Seattle Philanthropic Advisors Network.
Securities by Licensed individuals offered Through Investacorp, Inc. A Registered Broker/Dealer, Member FINRA, SIPC.