Parcion Private Wealth CEO Terry Cook Listed in the Forbes | SHOOK Research Top Wealth Advisors in America for 2023
We are honored to announce that our CEO + Managing Principal Terry Cook, CFP®, CIMA® has once again made the Forbes | SHOOK Research Top 250 Wealth Advisors in America!
This award is a testament to Terry’s dedicated work supporting the families we serve, our community, and the Parcion team – congratulations!
Terry Cook was ranked #74 on the Forbes Top Wealth Advisor in America, issued on 4/4/2023 by SHOOK Research. Data provided by SHOOK® Research, LLC as of 6/30/22. Forbes America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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.