William R. Cooney

Senior Vice President, Investments

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 finds 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 left UBS for the family owned Raymond James. The first step in our process is capital assumptions. Raymond James has acquired the reserved capital assumption research of Mercer. Mercer is the leading global provider of investment consulting services with over 30 years of experience. Mercer assists our investors in all aspects of investment advice including:

  • Strategic Asset Allocation and Risk Management
  • Portfolio Construction
  • Manager Selection
  • Ongoing Investment and Risk Monitoring

Raymond James’ award winning equity research team supports our practice with timely analysis and market insights.

Chief Investment Strategist Jeff Saut 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 leaving 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 six 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.

  • Past Booster Club President
  • Past Member of North Iowa Area Community College Foundation Board of Directors
  • First Congregational Church of Clear Lake, Iowa, Board Member
  • Graduate of the University of Northern Iowa
  • Designated Investment Management Consultant