Bill Cooney is Sales Vice President for Highland Capital Brokerage in our downtown Seattle office. With twenty years of experience in the insurance and financial services industry, Bill has spent more than a decade building his own planning-based insurance and investment practice.
Bill is focused on and committed to helping top-performing financial advisors and insurance professionals expand their planning capability through collaboration with Bill and his experienced Highland team. The resulting partnership delivers custom planning strategies developed through careful consideration of each clients’ individual story, unique set of beliefs, and vision for the future they have identified as important. The breadth of Bill’s expertise includes business succession planning, sophisticated estate and philanthropic planning, tax-favored retirement accumulation and distribution strategies, and all areas of risk mitigation involving the use of life, disability and long-term care insurance in both personal and business markets.
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 that 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. In his free time, Bill enjoys the outdoors, fishing, writing songs, following Huskies football, and cooking for his family and friends.
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.