We are proud to announce Kathleen Carbone, CFP®, Principal and Director of Advisory, has been recognized on the Forbes | SHOOK Research Top Next-Gen Wealth Advisors Best-in-State List for 2024, ranking #5 in Washington state! This prestigious list spotlights the nation's next generation of advisors, who represent the future of the industry as they set standards and help raise the bar. Kathleen is passionate about supporting business owners, specifically female entrepreneurs, and their families through every transition, simplifying their lives and providing the confidence and clarity to think bigger about what's next. This honor highlights her dedication to building deep relationships across generations and delivering best-in-class service to our families. Congratulations, Kathleen! Thank you for showing up as a leader and role model each day. Important disclosures about the award are found here: https://lnkd.in/g8VTZmUG #Parcion #ParcionPW #WealthManagement #RIA #NextGen #ForbesNextGen #FinancialAdvisor #ForbesTopAdvisor #SHOOKResearch #ForbesSHOOKBestinState #Forbes #ForbesSHOOKTopAdvisor
Forbes | SHOOK Best-In-State Next-Gen Wealth Advisors Ranking - NOW LIVE! https://bit.ly/3ONNcfM #ForbesSHOOKNextGen #forbes #SHOOKReearch #NextGen #financialadvisor #investmentadvisor #ForbesNextGen #ForbesSHOOKTopAdvisor
Director of Marketing at Parcion Private Wealth
2moCongratulations Kathleen Carbone, CFP® and the Parcion Private Wealth team for this achievement, so proud of the service we provide to our families!