CONNECT

Address:

67 Millbrook St Ste 505
Worcester, MA 01606

Phone:

888-363-1839

John B. Cooney, MBA, AAMS®

John B. Cooney, MBA, AAMS®

Vice President

John has been a financial advisor since 2004. His twenty-four years of experience as an entrepreneur/executive has positioned him to understand and direct the financial planning matters of small business owners and high net worth individuals. His proven skills in operations, marketing, consulting and finance have provided him with the necessary tools to assess each business situation. John has advised business owners from multiple industries in the sale of their companies resulting in the management of their investment portfolios. 

Professional Experience

 

2010-
2009-2010
2006-2009
2004-2006
1986-2004
  Cobblestone Financial Advisors, Vice President
Morgan Stanley Smith Barney
Smith Barney
Legg Mason Wood Walker
Cooney Cable Associates, President


Education/Distinctions

  • MBA, Babson College
  • BA, College of the Holy Cross
  • Securities Licenses (Series 7, 66)
  • Accredited Asset Management Specialist (College for Financial Planning)
  • State of Massachusetts Insurance (Life Health Variable Annuity Licenses)
Phone 508-926-8978
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck