DEC 22 2011 | Convergent Wealth Advisors Wraps Up a Dynamic Year Convergent Wealth Advisors wraps up a record year in terms of new business.

NOV 21 2011 | Steve Lockshin's Letter to the Editor Published in Barron's Convergent CEO Steve Lockshin addresses Warren Buffett's position on increasing taxes. To read the letter, click here.

OCT 26 2011 | Convergent Launches Independence by Convergent™ Convergent Wealth Advisors launches Independence by Convergent™, a new division focused exclusively on serving the needs of clients starting wtih $500,000 in investable assets. 

OCT 12 2011 | Convergent Wealth Advisors Comments on Dunn/Van Dusen Departures Convergent comments on the departures of George Dunn and Lori Van Dusen teams.

AUG 30 2011 | Convergent CEO Steve Lockshin Ranked #1 Independent Financial Advisor by Barron's Barron's ranks Steve Lockshin #1 on Top 100 Independent Financial Advisors list. Dave Zier also ranked.

AUG 15 2011 | Convergent Ranked #2 in AdvisorOne Top 100 Wealth Managers Convergent Wealth Advisors is proud to announce that AdvisorOne has ranked Convergent #2 on its annual list of Top 100 Wealth Managers.

MAY 27 2011 | Convergent Wealth Advisors Relocates Headquarters to 12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854

APR 20 2011 | Four Convergent Advisors Ranked in Top 100 by Barron's Convergent Wealth Advisors is proud to announce that Barron’s has named four of the firm’s advisors to its annual list of America’s Top 100 Financial Advisors.

MAR 15 2011 | Gregory Blake Joins Convergent Wealth Advisors' Washington DC Office Convergent Wealth Advisors today announced that Gregory Blake has joined Convergent as a Director in the Company’s Washington, DC headquarters. 

FEB 24 2011 | Four Convergent Advisors Ranked among the Nation's Top Financial Advisors by Barron's Convergent Wealth Advisors today announced that Barron’s has named four Convergent advisors to its annual state-by-state ranking of the top 1,000 financial advisors in the nation, including to the top two spots in Maryland.

AUG 31 2010 | Four Advisors from Convergent Included in Barron's Top 100 Independent Financial Advisors Ranking Convergent was honored to have four of our Advisors included in Barron’s 2010 ranking of the Nation’s Top 100 Independent Financial Advisors. 

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

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

APR 23 2010 | Two Convergent Advisors Ranked in Top 10 Barron's has named two Convergent advisors in the Top 10 of it's annual Top 100 Financial Advisors ranking.

FEB 24 2010 | Convergent Ranked by Barron's Barron’s has named three Convergent advisors to its annual state-by-state ranking of the top 1,000 financial advisors in the nation.

JAN 20 2010 | Convergent Quoted in Worth Magazine Convergent's CEO, Steve Lockshin, and Chief Investment Strategist, John Workman, are quoted in Worth Magazine's “10 Planning Ideas to Discuss with Your Financial Advisor.” 

SEP 09 2009 | David Kahn Joins Convergent Wealth Advisors David Kahn has joined Convergent as a Director in the firm's Los Angeles office. 

SEP 03 2009 | Convergent Ranks in Top 100 Steve Lockshin, George Dunn and Lori Van Dusen Ranked Among the Nation's Top 100 Independent Financial Advisors.

AUG 24 2009 | Convergent's Manhattan Office Relocates to 400 Park Avenue, 21st Floor.

JUL 23 2009 | Convergent Ranked #9 by Registered Rep Convergent ranked in Registered Rep's Top 100 RIA's as measured by assets under management.

JUL 07 2009 | Convergent Ranked #15 in Top Wealth Manager Rankings Wealth Manager ranked Convergent in their 2009 rankings of the top wealth management firms in the country. 

APR 22 2009 | Steve Lockshin Recognized as Top Financial Advisor Steve Lockshin, Convergent's CEO, was ranked 19th by Barron's in its annual list of America's Top 100 Financial Advisors.

FEB 12 2009 | Convergent 10 Symposium Convergent hosts its second annual "Convergent 10 Symposium" on February 25th in Washington, DC.  This is an event limited to 10 family offices with investable assets in excess of $1 billion. Click here to view a summary of topics discussed at the Symposium.

JUL 17 2008 | Convergent Wealth Advisors Further Strengthens its West Coast Presence with the Addition of Duncan Rolph Convergent Wealth today announced that Duncan Rolph has joined its Los Angeles office.

MAY 01 2008 | Convergent Wealth Advisors Expands Washington Office Convergent Wealth Advisors today announced that Gregory Myers has joined Convergent as a Director in the firm’s Washington, DC office.

OCT 01 2007 | It Shouldn't Be Open Season on Open Architecture Steve Lockshin responds to Charlotte Beyer's comments [“Open architecture — how your clients see it,” Investment News, Sept. 10].

JUL 17 2007 | Convergent Wealth Advisors Recognized in Wealth Manager's 2007 "Top Dogs" Ranking Convergent Wealth Advisors has been recognized as the No. 8 Top Advisory Firm in Wealth Manager Magazine's 2007 "Top Dogs" Ranking.

MAR 27 2007 | City National Corp. to Acquire Lydian Wealth Management City National Corporation (NYSE: CYN) today announced that it has entered into a definitive agreement to acquire Lydian Wealth Management, a national leader in serving ultra-affluent individuals and family offices and a subsidiary of Lydian Trust Company.