William J. Cooper, CLU®, ChFC®
Wealth Management Advisor


Physicians Nationwide

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Associations and Memberships

  • Chartered Life Underwriter (CLU®) designation from the American College
  • Chartered Financial Consultant (ChFC®) designation from the American College
  • Qualifying and Life Member of Million Dollar Round Table (2000-2008, 2010-2019)
  • Member of Kingdom Advisors 2019
  • Former Member of the National Association of Insurance and Financial Advisors
  • Physicians Nationwide 2019

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2000-2008

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2010-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1994-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1995, 1997-2007, 2010

Award recognizing performance

 

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