William Looney headshot
Will Looney, CFP®, CRPC® Founding Partner, RWA Financial Advisor, RJFS

With more than 15 years of experience in financial planning and investment management, Will Looney has the accumulated knowledge and perspective to help you with your financial goals. Will believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients pursue their long-term financial goals.

He provides a comprehensive approach to financial planning, providing disciplined investment management, Social Security and pension plan analysis, IRA and 401(k) account advice, retirement income strategies, insurance and annuity reviews, long-term care needs analysis, estate investment planning, business succession planning and customized corporate retirement plans to individuals, families and businesses.

Will employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial strategies for his clients’ specific needs. He works diligently to assist his clients with dedicated and focused customer service and the intention of being their trusted wealth advisor for life.

Will joined Raymond James in 2021 after almost six years with Wells Fargo Advisors. Prior to beginning his career in financial services in 2006 at Morgan Stanley, he worked in accounting for 10 years. This experience has given Will a deeper understanding of the effect taxes can have on clients’ portfolios. Will received his undergraduate degree from the University of Central Oklahoma. He has earned the Certified Financial Planner practitioner designation by passing rigorous examinations and meeting stringent experience requirements. He has also earned the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning.

A native of Denver, Colorado, Will resides in Northwest Oklahoma City, a place he has called home for over 40 years. Will enjoys supporting charitable organizations including AMBUCS and the Oklahoma Humane Society. Will and his wife, Becky, a dental sales professional, have one child, Arianna. They enjoy traveling to the beach, visiting local museums, attending festivals and watching live music. Will also enjoys playing golf whenever Ari allows it.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.