Birmingham, AL- December 1, 2014 – Highland Capital Brokerage, Inc. (HCB) announced today that Robert W. Finnegan, J.D., CLU, has joined the company as Sr. Vice President, Advanced Sales Attorney effective January 1, 2015. In this position, Finnegan will provide advanced sales support across the company, supporting distribution in all channels and working with principals, sales vice presidents, independent producers, and financial institutions to develop business opportunities and enhanced advanced marketing solutions for clients.
"We are very pleased that Bob has joined the Highland Capital Brokerage team,” said Jim Gelder, CEO of HCB. “He successfully combines a planning-oriented understanding of the law with extensive insurance expertise. Bob has exceptional analytical skills and complex design capability. He is a great addition to our senior management group. ”
Prior to joining HCB, Finnegan held the position of Executive Vice President, Advanced Planning at Heritage Strategies LLC, in Woodbury, New York, providing technical and product design support in the business, estate, charitable, and executive planning markets. Prior to joining Heritage Strategies, Finnegan was a founding member of Premier Planning Associates, LLC, in Saratoga Springs, New York. He also served as President of Sage Consulting & Wealth Preservation.
Finnegan is an honors graduate of the University of Connecticut School of Law, and is a member of the Society of Financial Service Professionals (CLU®) and the Connecticut Bar Association. He has been published in the Journal of Financial Services Professionals and a number of other trade publications.
About Highland Capital Brokerage
Committed to helping successful financial advisors and insurance professionals to grow their business, Highland Capital Brokerage creates trusted relationships by delivering customized insurance solutions, personalized local service and support, and superior value. HCB has differentiated itself among multi-carrier brokerage agencies through an emphasis on providing value-added marketing and point-of-sale support. HCB provides objective access to major insurance carriers, advanced planning support, expertise in risk underwriting, and back office processing to insurance brokers, financial planners, and various institutions such as banks, wire houses, and certified public accountant firms. To learn more about Highland Capital Brokerage, visit www.highlandbrokerage.com.