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Paul Cooney

Paul Cooney

Vice President, Retirement Plan Services

Paul Cooney is a Vice President, Retirement Plan Services for Ivy Wealth Advisors. With more than two decades of industry experience he has demonstrated a profound commitment to advancing financial education and making a meaningful impact on the lives of individuals and organizations. Throughout his career, Paul has been an advocate for small businesses and non-profit organizations, offering strategic financial guidance. He began his career at Fidelity, progressing through the ranks of prominent financial institutions such as John Hancock, AssetMark and Mutual of America before culminating his journey at Ivy Wealth Management in September 2023.

 

Hailing from Worcester, Massachusetts, Paul earned his Bachelor of Arts in Business Management from the College of Our Lady of the Elms and holds the designation of Chartered Retirement Planning Counselor® (CRPC®). Paul enjoys staying current on world events and spends his downtime unwinding with his children, Grace and Olivia.

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