News & Announcements

May 8, 2013
Convergent Director of Trust and Estate Planning Published in The Journal of Wealth Management
April 25, 2013
Forbes Recognizes Leading Status of Convergent Wealth Advisors
April 16, 2013
Barron’s Honor Highlights Convergent Wealth Advisors
March 26, 2013
Convergent Wealth Advisors to Speak to Entrepreneurs on Exit Planning for Success
March 12, 2013
Convergent Wealth Advisors Hires John Mastal to Head Catapult by Convergent™ Initiative
March 5, 2013
Convergent Wealth Advisors Announces Catapult by Convergent™ for Independent Advisors
February 25, 2013
Convergent urges bond investors to do the right thing—at the right time
February 19, 2013
Convergent Wealth Advisors Honored as Best Private Client Investment Platform—Client Service
February 19, 2013
Convergent Wealth Advisors Recognized as Top Financial Advisor by Barron’s

WASHINGTON, D.C. – Convergent Wealth Advisors announced that Barron’s has named two Convergent partners the top financial advisor in their respective states in its 2013 ranking of the top 1,000 financial advisors in the nation. This list includes both independent advisory firms and large wirehouses.

October 25, 2012
Washingtonian Magazine Profiles Convergent CEO Dave Zier
October 3, 2012
Denis O’Sullivan Joins Convergent Wealth Advisors’ Washington DC Office
September 18, 2012
Convergent Urges Wealthy Individuals to Consider Wealth Planning Strategies Before Year End

Yearly Archives

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