Dave Zier joined Convergent Wealth Advisors as one of the company’s first employees in 1998 and since that time has played an integral role in the growth and success of the firm. In 2012, Dave was appointed Chief Executive Officer of Convergent. As CEO, Dave serves as the firm’s chief visionary—helping to lead and inspire employees toward a compelling future. Dave also continues in his investment advisory role, working closely with many of the firms largest and most complex clients.
Dave has received many industry accolades, including being ranked by Barron’s as the #1 advisor in Maryland for the past three years. Dave was also ranked #6 on Barron's 2012 Top 100 Independent Financial Advisors, his third consecutive year in the top 10 of this elite group. In the same edition, Barron's featured a profile on Dave. Additionally, Dave was named as one of the Top Financial Advisors in the Washington, DC area by Washingtonian magazine in 2010. Dave is well respected throughout the industry for his investment acumen and regularly appears as a guest on CNBC’s Closing Bell.
Dave serves as a member of Convergent's Executive Committee. Drawing upon his deep investment knowledge and ability to communicate complex investment concepts, he helps develop investment plans and overall wealth strategies for Convergent clients. Outside the scope of his client service and management responsibilities, Dave leads the company’s efforts to develop in-house talent, both on the business development and advisory sides of the business.
Before joining Convergent in 1998, Dave co-founded JZA Development Corporation, a successful entrepreneurial venture that specializes in franchising and developing small businesses. He also ran an investment partnership and has more than 15 years of experience in the financial markets.
Dave earned two Bachelor of Science degrees from Virginia Polytechnic Institute and State University, one in Finance and one in Management Information Systems. He holds the Investment Management Consultants Association's Certified Investment Management Analyst (CIMA®) designation and the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.