Robert W. Finnegan, J.D., CLU®, serves as Senior Vice President, Advanced Planning Attorney at Highland Capital Brokerage. He is responsible for providing advanced sales support across the company, supporting distribution in all channels and working with principals, sales vice presidents, independent producers, and financial institutions to develop business opportunities and enhanced advanced marketing solutions for clients.
The majority of Mr. Finnegan’s 30+ year career as an estate planning attorney has been devoted to protecting and transferring wealth for ultra-high net worth individual and business clients. Prior to joining HCB, he held the position of Executive Vice President, Advanced Planning at Heritage Strategies LLC, in Woodbury, New York, providing technical and product design support in the business, estate, charitable, and executive planning markets. Prior to joining Heritage Strategies, Mr. Finnegan was a founding member of Premier Planning Associates, LLC, in Saratoga Springs, New York. He also served as President of Sage Consulting & Wealth Preservation.
Mr. Finnegan’s expertise includes business, estate, charitable and life insurance planning. His successful approach to planning combines strong legal skills, extensive insurance expertise, and excellent communication skills. Mr. Finnegan employs a full range of sophisticated planning strategies to provide each client with custom results based planning to meet their objectives.
Mr. Finnegan is an honors graduate of the University of Connecticut School of Law (1990), and was awarded his BA degree in Mathematics magna cum laude from Boston University (1977). He has been published in a number of highly regarded national trade magazines including Estate Planning, Probate and Property and the Journal of the American Society of CLU and ChFC. Mr. Finnegan has spoken nationally at the Association of Advanced Life Underwriters National Meeting, at M Financial Group meetings and at other industry events.
Mr. Finnegan is a member of the Society of Financial Service Professionals (CLU®) and, although a non-practicing attorney, the Connecticut Bar Association.