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

Managing Principal at Parcion Private Wealth at Parcion Private Wealth
Location: Bellevue, Washington, United States 5 work roles 1 school
1 work email found @parcionpw.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Parcion Private Wealth
Role
Managing Principal at Parcion Private Wealth
Location
Bellevue, Washington, United States
Company size
19 employees

Who is Terry Cook, Cfp®, Cima®? Overview

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Quick answer

Terry Cook, Cfp®, Cima® is listed as Managing Principal at Parcion Private Wealth at Parcion Private Wealth, a with 19 employees, based in Bellevue, Washington, United States. AeroLeads shows a work email signal at parcionpw.com and a matched LinkedIn profile for Terry Cook, Cfp®, Cima®.

Terry Cook, Cfp®, Cima® previously worked as Managing Principal at Parcion Private Wealth and Board Member at The Institute For Functional Medicine. Terry Cook, Cfp®, Cima® holds Ba, Economics from University Of Oregon.

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Email format at Parcion Private Wealth

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{first}@parcionpw.com
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AeroLeads found 1 current-domain work email signal for Terry Cook, Cfp®, Cima®. Compare company email patterns before reaching out.

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Profile bio

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

Listed skills include Wealth Management, Asset Allocation, Asset Management, Series 7, and 1 others.

Current workplace

Terry Cook, Cfp®, Cima®'s current company

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Parcion Private Wealth
Parcion Private Wealth
Managing Principal at Parcion Private Wealth
bellevue, washington, united states
Website
parcionpw.com
Employees
19
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5 roles

Terry Cook, Cfp®, Cima® work experience

A career timeline built from the work history available for this profile.

Board Member

Current
The Institute For Functional Medicine

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.

Jun 2019 - Present

Managing Director - Wealth Management, Private Wealth Advisor

Ubs

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.

Jul 2002 - Oct 2019

First Vice President - Investments

Merrill Lynch
May 1993 - Jul 2002
Team & coworkers

Colleagues at Parcion Private Wealth

Other employees you can reach at parcionpw.com. View company contacts for 19 employees →

TC Trenton Clark Trenton Clark Colleague at Parcion Private WealthKirkland, Washington, United States View → TR Tyler Rockwell Tyler Rockwell Colleague at Parcion Private WealthRedmond, Washington, United States View → AM Abbey Miller Abbey Miller Colleague at Parcion Private WealthSeattle, Washington, United States View → PB Peter Brown Peter Brown Colleague at Parcion Private WealthMercer Island, Washington, United States View → JB Jake Benson Jake Benson Colleague at Parcion Private WealthSeattle, Washington, United States View → KC Kathleen Carbone, Cfp® Kathleen Carbone, Cfp® Colleague at Parcion Private WealthBellevue, Washington, United States View → SK Stacee Kratovil, Cfp® Stacee Kratovil, Cfp® Colleague at Parcion Private WealthGreater Seattle Area, United States View → HM Hujatullah Muzafar Hujatullah Muzafar Colleague at Parcion Private WealthTehran, Tehran Province, Iran, Islamic Republic Of View → MR Mckenzie R Tonani Mckenzie R Tonani Colleague at Parcion Private WealthGreater Seattle Area, United States View → JN Jennifer Nagai Jennifer Nagai Colleague at Parcion Private WealthBellevue, Washington, United States View →
1 education record

Terry Cook, Cfp®, Cima® education

FAQ

Frequently asked questions about Terry Cook, Cfp®, Cima®

Quick answers generated from the profile data available on this page.

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 Parcion Private Wealth?

Terry Cook, Cfp®, Cima® is listed as Managing Principal at Parcion Private Wealth at Parcion Private Wealth.

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

AeroLeads has found 1 work email signal at @parcionpw.com for Terry Cook, Cfp®, Cima® at Parcion Private Wealth.

Where is Terry Cook, Cfp®, Cima® based?

Terry Cook, Cfp®, Cima® is based in Bellevue, Washington, United States while working with Parcion Private Wealth.

What companies has Terry Cook, Cfp®, Cima® worked for?

Terry Cook, Cfp®, Cima® has worked for Parcion Private Wealth, The Institute For Functional Medicine, Big Brothers Big Sisters Of Puget Sound, Ubs, and Merrill Lynch.

Who are Terry Cook, Cfp®, Cima®'s colleagues at Parcion Private Wealth?

Terry Cook, Cfp®, Cima®'s colleagues at Parcion Private Wealth include Trenton Clark, Tyler Rockwell, Abbey Miller, Peter Brown, and Jake Benson.

How can I contact Terry Cook, Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Terry Cook, Cfp®, Cima® at Parcion Private Wealth, including work email, phone, and LinkedIn data when available.

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

Terry Cook, Cfp®, Cima® holds Ba, Economics from University Of Oregon.

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

Terry Cook, Cfp®, Cima® is listed with skills including Wealth Management, Asset Allocation, Asset Management, Series 7, and Investment Strategies.

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