Deborah brings over three decades of experience in both financial advice and strategic tax planning to the table. She is fully licensed for both finance and insurance and is a Certified Public Accountant (CPA). With this broad knowledge base Deborah has uniquely positioned herself to provide her clients with comprehensive guidance to assist them in navigating the deeply interconnected roads of investments, retirement, taxes and estate planning.
Fully securities licensed in 1990, Deborah soon realized how intertwined taxes are with comprehensive financial planning. She then earned her CPA certification in 1997 and her Master of Accounting (MAcc) from the University of South Florida in 1998. With this expanded knowledge base, she began the journey that has led to the trusted, full-service firm guiding individuals and families across all of life’s stages that, Cooney Financial, Inc has become.
Her clients value her clarity, compassion, and ability to deliver personalized guidance that meets both their immediate needs and assists them in pursuing future goals. Deborah has a particular passion for estate planning and trust administration. Her expertise and grace allow her to guide families through the complex and emotional transitions that follow the loss of a loved one.
With her daughter Teresa now serving as a Senior Accountant at the firm, Deborah enjoys dedicating more time to client relationships and high-level investment and tax planning.
She has been married to her high school sweetheart, Scott, for over 30 years, and is the proud mother of four adult children. Deborah is now a grandmother to Oliver, Teddy, Isobel with a fourth grandchild on the way. Outside the office, she enjoys line dancing, spending time with her family, and staying active in her church community.
· Series 7 (General Securities Representative)
· Series 65 (Uniform Investment Advisor Law Exam)
· Series 63 (Uniform Securities Agent State Law Exam)
· Life Accident Health Insurance License
· CPA (Certified Public Accountant)