We are proud to announce that Principal and Director of Advisory Kathleen Carbone, CFP® has made the Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State list, ranking #4 in Washington state! We are honored for this recognition of Kathleen’s dedication to providing legendary service to the families we serve.

Kathleen has paved the way as a female leader within Parcion and the broader financial services industry. Since our inception, she has played a central role in establishing Parcion’s identity as a resource for business owners and first-generation wealth creators. Kathleen has developed proprietary processes that enable us to best serve our families.

Thank you, Kathleen, for your leadership and commitment to our families, the team, and our community.

Kathleen Carbone was ranked #4 on the Forbes Top Women Wealth Advisors Best-In-State, issued on 02/08/2024 by SHOOK Research. 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. 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 paid no compensation directly or indirectly in connection with obtaining or using the third-party rating.