Parcion Private Wealth Celebrates Third Anniversary
Parcion Private Wealth Celebrates Third Anniversary with Impressive Growth and Prestigious Honor
Parcion Welcomes Tim Bond and Stacee Kratovil
Parcion Private Wealth Welcomes Tim Bond as Director of Investment Operations and Portfolio Management and Stacee Kratovil as Senior Family Advisor
Terry Cook Named to Forbes’ 2022 Best-In-State Wealth Advisors List
Chief Executive Officer Terry Cook, CFP®, CIMA® has been recognized as one of the top-ranked wealth advisors in Washington. This is Cook’s fifth year being recognized on Forbes’ 2022 Best-In-State Wealth Advisors list.
Parcion Private Wealth Celebrates Second Anniversary Surpassing $2 billion in Assets Under Management
Parcion Private Wealth celebrates second anniversary surpassing $2 billion in assets under management.
Parcion Welcomes Brendan Sullivan as Chief Operating Officer
Parcion Private Wealth, a Seattle-area wealth management firm focused on helping business owners and entrepreneurs optimize wealth events, recently welcomed Brendan Sullivan to the team as chief operating officer.
Parcion Welcomes Sarah Kaler as Chief People & Culture Officer
Parcion Private Wealth, a Seattle-area wealth management firm focused on helping business owners and entrepreneurs optimize wealth events, recently welcomed Sarah Kaler as Chief People & Culture Officer
Terry Cook on America’s Top Wealth Advisors 2021
Parcion Private Wealth is pleased to announce that Managing Principal Terry Cook, CFP®, CIMA® has been recognized as one of the top-ranked advisors in the country.
Parcion Launches Original Podcast
Parcion launches original podcast for business owners and entrepreneurs exploring what’s next. The What’s Next podcast breaks down the complexities of navigating wealth events.