FORBES | SHOOK TOP WOMEN WEALTH ADVISORS BEST-IN-STATE (2024)
Kathleen Carbone was ranked #4 on the Forbes Top Women Wealth Advisors Best-In-State, issued on February 8, 2024, by SHOOK Research. The award is for the period 2023 and is based on data as of 09/30/2023.
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models, and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Parcion paid no compensation directly or indirectly in connection with obtaining or using the third-party rating. Participation in this directory is limited to ranked individuals and firms; once placed on a ranking, individuals and firms may choose to pay fees to Forbes and SHOOK for premium listing features as indicated by highlighted names. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or firm and are not indicative of future performance or representative of any one client’s experience. Investors must carefully choose the right advisor or firm for their own situation and perform their own due diligence. For more information, please see Forbes Top Women Wealth Advisors Best-In-State by Shook Research Methodology. SHOOK is a registered trademark of SHOOK Research, LLC.
Parcion Private Wealth paid no compensation directly or indirectly in connection with obtaining or using the third-party rating.