We are proud to announce that our CEO and Managing Principal, Terry Cook, CFP®, CIMA®, has been recognized on Barron’s Top Washington Advisor List for the tenth year, what an honor!

This award is a testament to Terry and the entire team for their dedication to our families. They build deep relationships to deliver legendary service and personalized solutions, supporting business owners in unlocking the true potential of their wealth.

Thank you for your leadership, partnership, and drive. This award is well deserved!

Terry Cook, CFP®, CIMA® was ranked #8 in Washington for Barron’s annual Top 1200 Financial Advisor in America ranking, issued on March 11, 2024 by Barron’s. The award was announced in 2024 and is based on data as of 09/29/2023. Barron’s annual Top 1200 Financial Advisors in America ranking was developed by Barron’s. The rankings calculations have three major components: assets under management, revenue, and quality of practice. The financial results used in the calculations are as of 09/29/2023. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then Barron’s applies their ranking formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations. For more information, please see These Are America’s Top 1200 Advisors. Parcion Private Wealth paid no compensation directly or indirectly in connection with obtaining or using the third-party rating.