Bill is enjoying his 30th year serving the financial needs of retirees and those planning for retirement.
Bill has an absolute passion for managing client wealth and working within a four step investment process to implement appropriate investment strategies for his clients.
A background in business education and financial planning allows for a depth of analytical ability across many areas of wealth management. Clients find themselves on the same side of the table in the investment process and independently work together to achieve objectives. Bill enjoys the process and thrives on the challenge.
In 2006 the Westermann and Cooney Partnership joined Raymond James. The first step in our process is capital assumptions. We have over 30 years experience providing investment consulting services which assists our investors in all aspects of investment advice including:
Raymond James’ industry renowned equity research team supports our practice with timely analysis and market insights.
Chief Investment Officer Larry Adam and Chief Economist Scott Brown provide regular commentaries that shape our investment process.
Our team utilizes the extensive resources of Raymond James to meet the needs of our clients. This approach allows us to provide a wide range of solutions by using the expertise of Raymond James professionals, while collaborating with your existing legal and tax relationships.
Bill and Julie blended their families in 1994. They currently reside in Clear Lake, Iowa. Bill enjoys spending time with Julie, their four children, and five grandchildren. When he is not working with clients Bill enjoys traveling, tennis and hopes to play basketball till he’s 70. Bill also plays golf.
The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax and legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.