Convergent Wealth Advisors
Convergent Wealth Advisors is a recognized industry leader, providing customized financial solutions to wealthy individuals and families. As a Financial Family Office, Convergent offers a true family ...load more
Convergent Wealth Advisors's Basic Information
Industry
Financial Services
Headquarters
Potomac, Maryland, United States
Founded Year
1994
Headcount
51 - 200 ( View All )
Specialties
Financial PlanningTrust & Estate PlanningLegacy PlanningRetirement PlanningInsurance PlanningPhilanthropic PlanningFamily GovernanceInvestment OversightAsset Management
Convergent Wealth Advisors's Competitors
Associated Financial Services, LLC
View all employeesKnabu
View all employeesDebttech
View all employeesEmployee Insights
Convergent Wealth Advisors's Top Employees
Tima Farsh
Creative & Communications Associate
Phone Email
James Whalen
Investment Management Associate
Phone Email
David Elliott
Chief Financial Officer and Chief Compliance Officer
Phone Email
Sean Maguire
Senior Vice President
Phone Email
Rlp Stinson
Managing Director
Phone Email
Frequently Asked Questions Regarding Convergent Wealth Advisors
Where is Convergent Wealth Advisors's headquarter located?
Convergent Wealth Advisors's headquarter are located at United States.
How many employees does Convergent Wealth Advisors have?
Convergent Wealth Advisors has 51 - 200 employees.
What is Convergent Wealth Advisors's official website?
Convergent Wealth Advisors's official website is http://www.convergentwealth.com
What industry does Convergent Wealth Advisors belong to?
Convergent Wealth Advisors is in the industry ofFinancial Services
What does Convergent Wealth Advisors do?
Convergent Wealth Advisors is a recognized industry leader, providing customized financial solutions to wealthy individuals and families. As a Financial Family Office, Convergent offers a true family ...
What specialty does Convergent Wealth Advisors have?
Financial PlanningTrust & Estate PlanningLegacy PlanningRetirement PlanningInsurance PlanningPhilanthropic PlanningFamily GovernanceInvestment OversightAsset Management
Connect with anyone with AroundDeal today!
Whether you're looking to connect with key decision-makers or making remote or global hires, we've got you covered.
✔ GDPR aligned & CCPA compliant✔ Cancel anytime✔ 5 free contacts