Parcion Private Wealth Celebrates Second Anniversary Surpassing $ 2 Billion in Assets Under Management | New
SEATTLE, 23 November 2021 / PRNewswire / – Parcion Private Wealth, a Seattle-Regional wealth management company focused on helping business owners and entrepreneurs optimize heritage events, celebrated its second anniversary by announcing that it has expanded its ranks of seasoned professionals while doubling its assets under management for $ 2 billion in a little over a year.
“This is an important step for Parcion, as it allows us to create a more solid range of services and expertise,” said the CEO of Parcion. Terry cook, CFP®, CIMA®. “It also gives us the ability to continue to attract top talent and provide our clients with unparalleled service that exceeds their expectations.”
As the firm turned two years old, Parcion welcomed four experienced professionals to its ranks.
Kevin penner joined Parcion as a senior family advisor and provides a high level of service to clients through his extensive planning knowledge and financial planning experience. He is a Certified Financial Planner (CFP) and is a University of Nevada, Las Vegas graduated and came to Parcion from Pathstone (formerly Cornerstone). Prior to that, I spent time as a professional golfer on the PGA Tour.
Parcion also hosted Lindsey briggs, JD, LLM, who joined the team as Director of Advanced Planning, overseeing the work of the firm in assisting clients with a range of services including trusts, tax planning and wealth transfer strategies between generations. Lawyer, she previously worked for Black-smith & Zuccarini, PS and has extensive experience in personal income tax planning, transfer tax planning, wills, trusts and estates, as well as extensive experience in the use of charitable trusts, life insurance trusts, asset protection trusts and perpetual dynasty trusts.
Briggs received his Juris Doctor of Law from University of Chicago, and his master’s degree in tax law from New York University School of Law.
Shay Frederickson and Trenton clark joins Parcion as two new senior customer service specialists. Prior to Parcion, Frederickson was at Brighton Jones and brings over 20 years of experience in the financial industry, working directly with clients as an initial point of contact. She is originally from the Pacific Northwest and has attended Seattle Pacific University.
Seattle University A Coldstream Wealth Management alumnus, Clark has extensive experience in providing exceptional service and world-class customer experiences to his clients by working with all of the Company’s client advisor teams.
Since the company was founded in 2019, it has grown steadily to meet customer needs and now has 25 of the best staff in the Pacific Northwest’s competitive talent pool. Along with the increase in assets under management at Parcion, this growth rate demonstrates a successful approach executed by a leading team, helping its clients achieve their goals.
“We take our commitment to providing our customers with the highest level of service possible very seriously,” said Cook. “Not only do Kevin, Lindsey, Shay and Trenton demonstrate this commitment, they also reinforce our world-class customer experience. “
To learn more about Parcion Private Wealth, please visit www.parcionpw.com.
About Parcion Private Wealth
Parcion Private Wealth is an independent multi-family office that partners with entrepreneurs, business owners and their families to optimize wealth events and beyond through smart planning, strong advocacy and prudent investment management. . With its seat in the Seattle region, Parcion’s experienced team helps clients preserve the legacy they have built to support their families and communities. Learn more at www.parcionpw.com.
Catherine misel, Firmani + Associates
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SOURCE Parcion Private Wealth