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    Convergent Wealth Advisors

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    Description

    • 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 office experience and relevant services at a far lower cost than a full service, internal family office. Convergent provides a full scope of financial services on a bundled or unbundled basis:1. Financial Planning 2. Legacy Planning 3. Investment & Portfolio Oversight 4. Asset Management Convergent is a subsidiary of RBC USA Holdco and an affiliate of City National Bank. Convergent is headquartered in the Washington Metro Area, with offices in New York City, Los Angeles, and Portland, OR.
    • location

      Headquarters:12505 Park Potomac Avenue Suite 400, Potomac, Maryland, United States

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    • Convergent Wealth Advisors phone

      Phone Number: +1 301-770-6300

    • Convergent Wealth Advisors website

      Website: https://www.convergentwealth.com

    • Convergent Wealth Advisors employees

      Employees:31

    • Convergent Wealth Advisors revenue

      Revenue:$1 - 10M

    • Convergent Wealth Advisors legal name

      Legal Name:Convergent Wealth Advisors

    • Convergent Wealth Advisors's Social Media

      Convergent Wealth Advisors linkedin Convergent Wealth Advisors twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Convergent Wealth Advisors

    Dave Zier

    Chief Executive Officer

    Person level website visitor identification

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    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Sean Maguire

    Senior Vice President

    Eric Wikstrom

    Regional Director

    Gregory Myers

    Director

    George Dunn

    Executive Director

    Bill Vandresser

    Executive Managing Director

    Frequently Asked Questions regarding Convergent Wealth Advisors

    • Where are Convergent Wealth Advisors's Headquarters?

      Convergent Wealth Advisors's Headquarters are in 12505 Park Potomac Avenue Suite 400,Potomac,Maryland,United States

    • What is Convergent Wealth Advisors's phone number?

      Convergent Wealth Advisors's phone number is +1 301-770-6300

    • What is Convergent Wealth Advisors's official website?

      Convergent Wealth Advisors's official website is https://www.convergentwealth.com

    • What is Convergent Wealth Advisors's Revenue?

      Convergent Wealth Advisors's revenue is $1 - 10M

    • What is Convergent Wealth Advisors's NAICS code?

      Convergent Wealth Advisors's NAICS code is 523930

    • How many employees are working in Convergent Wealth Advisors

      Convergent Wealth Advisors has 31 employees

    • What is Convergent Wealth Advisors's Industry?

      Convergent Wealth Advisors is in the industry of Financial Services

    • Who is Convergent Wealth Advisors's CEO?

      Convergent Wealth Advisors's CEO is Dave Zier

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