We are thrilled to share that Terry Cook, CFP®, CIMA®, CEO and Managing Principal, and Kathleen Carbone, CFP ®, Principal and Director of Advisory, have been recognized on the Forbes | SHOOK Research Best-In-State Wealth Advisors list for 2025.

Thank you to Forbes and SHOOK Research for this recognition, and congratulations to all the outstanding advisors honored this year. These awards are a reflection not just of individual excellence, but of the strength of our team and the trust placed in us by the families we serve.

Terry Cook, CFP®, CIMA® was ranked #2 and Kathleen Carbone, CFP® was ranked #23 in Washington State on the Forbes Best In State Wealth Advisors List, issued on April 8, 2025 by Forbes | SHOOK Research. Data provided by SHOOK Research, LLC, as of June 30, 2024. The Forbes Best In State Wealth Advisors ranking was developed by SHOOK Research and is based on in person, virtual, and telephone due diligence meetings to evaluate 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. 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 Private Wealth paid no compensation directly or indirectly in connection with obtaining or using the third party rating.