We are proud to announce Kathleen Carbone, CFP ®, Principal and Director of Advisory, has been recognized on the Forbes | SHOOK Research Top Next-Gen Wealth Advisors Best-in-State list for 2024, ranking #5 in Washington state! This prestigious list spotlights the nation’s next generation of advisors, who represent the future of the industry as they set standards and help raise the bar.

Kathleen is passionate about supporting business owners, specifically female entrepreneurs, and their families through every transition, simplifying their lives and providing the confidence and clarity to think bigger about what’s next. This honor highlights her dedication to building deep relationships across generations and delivering best-in-class service to our families.

Congratulations, Kathleen! Thank you for showing up as a leader and role model each day.

Kathleen Carbone was ranked #5 for Washington state on the Forbes Top Next-Gen Wealth Advisors Best-in-State List, issued on 8/8/2024 by SHOOK Research. Data provided by SHOOK® Research, LLC, as of August 2024. Forbes Top Next-Gen Wealth Advisors Best-in-State ranking was developed by SHOOK Research and is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. 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.