Michael Cooney was named to the 2025 edition of the Forbes list of Best-in-State Wealth Advisors
Guiding others through the critical choices in their life is a passion of mine. Earlier in life as an athlete, I was fortunate to have some wonderful coaches and mentors that helped guide and shape me. Similarly, my goal is to guide my clients at the critical junctures in their lives so they can experience success in achieving their goals.
When working with advisory clients, I follow a fiduciary standard, meaning I am committed to putting your needs first and implementing strategies that are in your best interest. Every client brings a different set of objectives to the table, and I use a holistic and flexible approach to help create and implement plans. I absolutely love my job and the relationships I’ve been able to build over the last 20 years with my clients through this process.
Over the years, I have worked extensively with employees of many of the local tech firms. I take a particular interest in the importance of diversification of concentrated stock holdings in an effort to minimize their risk and tax consequences over time.
The dedication to the services I provide, coupled with the success of my clients has earned me several notable accolades in the investment industry, including recognition by Forbes.
Born and raised in Washington, I am an avid Mariners, Seahawks and Husky fan. I am the father of four children and I love to spend as much time with my family as possible. I enjoy wakeboarding in the summer, skiing in the winter, coaching youth sports and volunteering for occasional adventures with the Boys Scouts of America year round.
Qualifications: holds series 7, 63, and 65 securities licenses; life and health insurance licensed with variable endorsements.
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The Forbes America’s Top Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, 250 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-wealth-advisors/ for more info.
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