Terry Cook
Terry Cook is the CEO and Managing Principal of Parcion Private Wealth, an independent wealth management firm. Throughout his 30-year career, Terry has focused on providing advanced planning around cash flow modeling, wealth transfer goals, customized investment policies and guiding through major liquidity events. He has designed a groundbreaking process of delivering world-class, family office style services to entrepreneurs, especially first-generation wealth creators. Prior to founding Parcion, Cook was a Managing Director and Founder of the Cascade Group of UBS Private Wealth Management where his team managed $1.3B in assets. He is a nationally recognized advisor and a leader in the community and supports various philanthropic initiatives.
Terry Cook Professional Experience / Academic History
Professional Experience
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Founder and Managing Principal
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Managing Director of Wealth Management
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First Vice President of Investments
Academic History
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B.A., Economics
Cook founded Parcion Private Wealth alongside other principals at the firm as an independent, multi-family office specifically focused on wealth events.
He has designed Parcion as the next step in helping his clients preserve the legacy they've built to support their families and communities.
The firm provides holistic wealth management solutions that encompass all aspects of each family's lives.
EARLY CAREER
Cook spent 17 years at UBS, where he specialized in financial planning and management for corporate executives, business owners, and successful families. He also served as First Vice President of Investments at Merrill Lynch.
He lectures frequently to industry groups and business owners on succession planning and wealth management-related topics.
Cook is a nationally recognized advisor who has consistently been named as a top financial advisor in both Forbes and Barron's lists.
He has also been featured on Top Advisors lists by Barron’s and the Financial Times.
CERTIFICATIONS
Certified Investment Management Analyst, CIMA®
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2016-2024
Forbes Best-in-State Wealth Advisors, 2016-2024
Barron's Top 1200 Financial Advisors, 2014-2019, 2023-2024
Barron's Top 1000 Financial Advisors, 2012-2013
Barron's Top 100 Independent Advisors, 2024
Financial Times Top 400 Financial Advisors, 2014-2017
COMMUNITY INVOLVEMENT