Terry Cook, Cfp®, Cima®

Terry Cook, Cfp®, Cima® Email and Phone Number

Managing Principal at Parcion Private Wealth @ Parcion Private Wealth
bellevue, washington, united states
Terry Cook, Cfp®, Cima®'s Location
Bellevue, Washington, United States, United States
Terry Cook, Cfp®, Cima®'s Contact Details

Terry Cook, Cfp®, Cima® work email

Terry Cook, Cfp®, Cima® personal email

n/a
About Terry Cook, Cfp®, Cima®

At Parcion Private Wealth, we work with a select number of business owners serving as vigilant risk managers and thoughtful stewards of their financial assets. We possess a deep understanding of the wealth management challenges and opportunities our clients face and collaborate closely with them and their trusted advisors to develop a personalized strategy for preserving and transferring their wealth. Our team’s wide range of expertise includes: • Business transition and succession planning • Multigenerational planning and engagement• Trusts and estate planning• Philanthropy and charitable giving• Tailored investment strategies• Liability management and optimization

Terry Cook, Cfp®, Cima®'s Current Company Details
Parcion Private Wealth

Parcion Private Wealth

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Managing Principal at Parcion Private Wealth
bellevue, washington, united states
Website:
parcionpw.com
Employees:
19
Terry Cook, Cfp®, Cima® Work Experience Details
  • Parcion Private Wealth
    Managing Principal
    Parcion Private Wealth Oct 2019 - Present
    Bellevue, Washington
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  • The Institute For Functional Medicine
    Board Member
    The Institute For Functional Medicine Jun 2019 - Present
    Bringing decades of expertise in the areas of financial asset and risk management as well as business development, strategic planning, and high-level problem solving to the IFM as a governing board member.
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  • Big Brothers Big Sisters Of Puget Sound
    Board Member
    Big Brothers Big Sisters Of Puget Sound Feb 2012 - Present
    Board Chair - 2015
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  • Ubs
    Managing Director - Wealth Management, Private Wealth Advisor
    Ubs Jul 2002 - Oct 2019
    For the last 26 years, Terry has specialized in financial planning and management for corporate executives, business owners, and successful families. As founder of The Cascade Group, he has focused on providing clients with private wealth management services such as: cash flow and estate planning, investment consulting, and guidance through major liquidity events.Terry’s accomplishments and community leadership experience includes: • Forbes Best-in-State Wealth Advisors 2016-2019• Forbes America's Top 100 Wealth Advisors, 2016-2019• Barron's Top 1,200 Financial Advisors, 2010-2019• Financial Times Top 400 Financial Advisors, 2014-2019• NABCAP Premier Advisor, 2010-2013 and 2017• Certified Financial Planner™ (CFP®)• Certified Investment Management Analyst (CIMA®)• B.A. in economics, University of Oregon• Board chairman for Big Brothers Big Sisters of Puget Sound• Board member of Ducks Unlimited – Seattle ChapterTerry is also involved with the Business Advisory Council at the University of Oregon's Lundquist College of Business, Seattle Children's Hospital, and Esperanza International. He is married with three children and enjoys coaching their sports teams, cycling, golfing, and hunting.
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  • Merrill Lynch
    First Vice President - Investments
    Merrill Lynch May 1993 - Jul 2002
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Terry Cook, Cfp®, Cima® Skills

Wealth Management Asset Allocation Asset Management Series 7 Investment Strategies

Terry Cook, Cfp®, Cima® Education Details

Frequently Asked Questions about Terry Cook, Cfp®, Cima®

What company does Terry Cook, Cfp®, Cima® work for?

Terry Cook, Cfp®, Cima® works for Parcion Private Wealth

What is Terry Cook, Cfp®, Cima®'s role at the current company?

Terry Cook, Cfp®, Cima®'s current role is Managing Principal at Parcion Private Wealth.

What is Terry Cook, Cfp®, Cima®'s email address?

Terry Cook, Cfp®, Cima®'s email address is te****@****ubs.com

What schools did Terry Cook, Cfp®, Cima® attend?

Terry Cook, Cfp®, Cima® attended University Of Oregon.

What skills is Terry Cook, Cfp®, Cima® known for?

Terry Cook, Cfp®, Cima® has skills like Wealth Management, Asset Allocation, Asset Management, Series 7, Investment Strategies.

Who are Terry Cook, Cfp®, Cima®'s colleagues?

Terry Cook, Cfp®, Cima®'s colleagues are Stacee Kratovil, Cfp®, Kathleen Carbone, Cfp®, Brendan Sullivan, Stacy Hemphill, Kevin Penner, Cfp®, Jennifer Nagai, Jake Benson.

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