Martin, Cooney and Cooneyof Raymond James

About Us

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W. Casey Martin
Senior Vice President, Investments
Previous positions held:
Senior vice president, investments-UBS/Piper Jaffray
Education:
University of Iowa, BS
Community Groups:
Cerro Gordo Trails Assoc.-board chair
Financial Advisor Image
Bill Cooney
Series 7, 65
Senior Vice President, Investments
Previous positions held:
Financial advisor, 20 years
Education:
University of Northern Iowa, BA
Community Groups:
North Iowa Tennis club, treasurer
Clear Lake Booster club, past president
Financial Advisor Image
Shane W. Cooney
Series 7, 65
Senior Vice President, Investments
Previous positions held:
Financial advisor, 8 years
Education:
Buena vista University, BA business administration
Community Groups:
Habitat For Humanity of North Iowa, vice-president
Clear Lake Community Foundation, board of directors
Clear Lake City Council, 1st Ward Council Member

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2011 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC         Privacy Agreement

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Martin, Cooney and Cooney
103 E State
Suite 700
Mason CityIA 50401
Phone: 641-423-0801
Fax: 641-423-3080
Toll-Free: 866-279-2817
Contact Us