Convergent Wealth Advisors : Home

JUL 14 2010 | Douglas Wolford Appointed President of Convergent Wealth Advisors Douglas Wolford has been named Convergent Wealth Advisors' new president.

JUN 09 2010 | Lori Van Dusen Ranked in Barron’s Top 100 Women Financial Advisors Barron's named Lori Van Dusen to its annual list of America's Top 100 Women Financial Advisors.

MAY 05 2010 | Sisi Tran Joins Convergent Wealth Advisors Sisi Tran joins Convergent Wealth Advisors to lead estate planning efforts.

RECENT HIGHLIGHTS

Financial Advisor Ranks Convergent in Top Three Financial Advisor Magazine recognized Convergent as the 3rd largest Registered Investment Advisor in the United States in its 2010 RIA rankings.	Lori Van Dusen Nominated for Consultant of the Year Foundation & Endowment announced Van Dusen as a nominee for Nonprofit Consultant of the Year, one of the 2010 Nonprofit Awards for Excellence.
Convergent Advisors Ranked in Barron's Top 100 The only RIA with 3 ranked advisors, Steve Lockshin ranked # 2. George Dunn and Lori Van Dusen were also among the top 100.	Quarterly Market Overview In the second quarter, equities posted their worst quarterly losses since the fourth quarter of 2008.