Billy Cooper, CFP®

Financial Planner

As a Financial Planner, Billy works alongside the Portfolio Managers to help individual clients meet their short and long-term financial goals.  Billy graduated from St. Lawrence University with a BA in Economics with a concentration in Mathematics.  Billy was also a member of the Men’s Lacrosse team at St. Lawrence University.

Billy’s hobbies include downhill skiing and live music.

Billy Cooper

"My favorite trip I have ever taken was a ten-day white-water rafting trip down the Colorado River. During the day we would conquer some of the fastest rapids in North America, and end the day sleeping under the stars on the beaches of the Grand Canyon. It was truly a once in a lifetime experience, which I was fortunate enough to share with great company!"

Billy Cooper, CFP®, Financial Planner

We’d love to hear
from you.

[email protected]

(585) 325 4140

120 East Avenue, Rochester, New York 14604