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Meet Advanced Planning Team Member Robert W. Finnegan, J.D., CLU®, AEP, Senior Vice President, Advanced Planning Attorney

Bob’s expertise includes business, estate, charitable and life insurance planning. His successful approach to planning combines strong legal skills, extensive product expertise, sales experience and excellent communication skills. Bob employs a full range of sophisticated planning strategies to provide clients with custom results-based planning to meet their oftentimes complex objectives. He has been published in Leimberg Information Services, Inc., (LISI) Estate Planning Newsletter, the National Association of Estate Planners & Councils (NAEPC) Journal of Estate & Tax Planning, Estate Planning magazine, Probate & Property magazine, Trusts & Estates magazine, and the Journal of the American Society of CLU & ChFC and serves on the Insurance Committee of Trusts & Estates magazine.

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Complete the form below to access Highland’s Advanced Planning Team brochure and the Estate Planning Fact Finder.

Advanced Planning Team Brochure and Estate Planning Fact Finder


This material does not constitute tax, legal or accounting advice and neither Highland Capital Brokerage nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

This page is intended for agents and representatives only, and not to inform members of the general public. The information provided in the agents’ testimonials above may not be indicative of the experience of any end clients. The experiences and opinions are those of the financial professionals only. Securities by licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/ Dealer. Member FINRA, SIPC. Advisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm. Highland Capital Brokerage is not affiliated with Investacorp or Investacorp Advisory Services. Not all of the individuals listed on this site are registered to offer Securities products or Advisory services through Investacorp and Investacorp Advisory Services. Investacorp and Investacorp Advisory Services does not offer tax or legal advice. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Investacorp and Investacorp Advisory Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

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