Bill Cooney, CLU®, ChFC®
About
Bill Cooney is Vice President for Highland Capital Brokerage in Seattle. With a background in business management and financial services, including more than twenty years as a life insurance agent and broker, Bill has a natural affinity for working with successful business owners and entrepreneurs. Bill’s focus is helping affluent clients create well-coordinated plans integrating tax-efficient risk management, wealth transfer and charitable planning strategies.
Bill partners with top-performing insurance agents and wealth management advisors to expand their planning capability through collaboration with his experienced Highland team of attorneys and other specialists. This partnership delivers an individually tailored action plan developed through careful consideration of each client’s unique values, circumstances, and tolerance for risk and complexity.
Bill holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. He also holds the following licenses: Series 6, Series 63, and Series 65.
Originally from New England, Bill has lived in Seattle since 1989. He is married to a native New Yorker and has two children. In his free time, Bill enjoys the outdoors, songwriting, following Huskies football, and spending quality time with his friends and family.
Registered representatives offer securities through Securities America, Inc., member FINRA/SIPC. Financial advisors offer advisory services through Securities America Advisors, Inc. Highland and Securities America are separate entities.