Claire Cooney is a financial planning associate with The Portland Harbor Group of Raymond James. She believes the cornerstone of a successful client-advisor relationship is the mutual trust and respect that develops over time, and she is deeply committed to helping our clients realize their long-term financial goals. She provides a comprehensive approach to financial planning through the products and services offered through Raymond James. She works diligently to meet her clients’ expectations with a high level of customer service with the intention of being their trusted wealth advisor for life. In addition, she is the insurance coordinator for the team and is responsible for insurance, long term care and annuities strategies for their clients. She also oversees our team’s marketing efforts.
Claire began her career in financial services in 1985 on the Chicago Mercantile Exchange trading floor, working with foreign currencies & options. She has worked at Morgan Stanley (formerly Smith Barney, where she met Chris and Steve), and later worked at Wells Fargo Advisors for 17 years prior to joining The Portland Harbor Group. She received a Bachelor of Science degree in economics and finance and an MBA from New Hampshire College. She received her CFP® certification in 2009.
Originally from Jefferson, Maine, Claire attended Cony High School in Augusta, where her extended family lives. She has lived in Portland since 1990 with her husband, Ted, and daughter, Elle. Claire is very active at St. Brigid School, where their daughter attends. She is the co-chair of the Home and School Association and is a basketball coach. Most recently started the Girls On the Run site at St. Brigid. She is a member of Our Lady of Hope Parish and was a member of the Cathedral of the Immaculate Conception School Board for two terms. She is an avid runner, enjoys baking (CC Cake Creations), swimming, biking, yoga and in the past few years, has found an appreciation for triathlons.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.