Convergent Wealth Advisors Wraps Up a Dynamic Year
22 déc. 2011 14h17 HE
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Convergent Wealth Advisors
WASHINGTON, Dec. 22, 2011 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors, a nationally recognized industry leader in wealth management currently advising on over $10 billion1 in assets, wraps up a...
Convergent Wealth Advisors Launches Independence by Convergent(TM)
26 oct. 2011 08h30 HE
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Convergent Wealth Advisors
WASHINGTON, Oct. 26, 2011 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors, a nationally recognized industry leader in wealth management, today announced the launch of Independence by Convergent™,...
Convergent Wealth Advisors Comments on Dunn/Van Dusen Departures
13 oct. 2011 12h29 HE
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Convergent Wealth Advisors
WASHINGTON, Oct. 13, 2011 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors comments on the departures of George Dunn and Lori Van Dusen teams:
Convergent Wealth Advisors advises on approximately $14...
Convergent CEO Steve Lockshin Ranked No. 1 Independent Financial Advisor by Barron's
31 août 2011 11h29 HE
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Convergent Wealth Advisors
WASHINGTON, Aug. 31, 2011 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors announced that four of the firm's advisors were included on Barron's 2011 ranking of the nation's Top 100 Independent Financial...
Convergent Ranked #2 in AdvisorOne Top 100 Wealth Managers
16 août 2011 12h28 HE
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Convergent Wealth Advisors
WASHINGTON, Aug. 16, 2011 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors is proud to announce that AdvisorOne has ranked Convergent #2 on its annual list of Top 100 Wealth Managers. In 2010,...
Lori Van Dusen Ranked in Barron's Top 100 Women Financial Advisors
07 juin 2011 14h00 HE
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Convergent Wealth Advisors
WASHINGTON, June 7, 2011 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors today announced that Executive Director Lori Van Dusen has been ranked #3 on Barron's annual list of America's Top 100 Women...
Four Convergent Advisors Ranked in Top 100 by Barron's
21 avr. 2011 13h00 HE
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Convergent Wealth Advisors
WASHINGTON, April 21, 2011 (GLOBE NEWSWIRE) -- 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...
Gregory Blake Joins Convergent Wealth Advisors' Washington, DC Office
15 mars 2011 17h00 HE
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Convergent Wealth Advisors
WASHINGTON, March 15, 2011 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors today announced that Gregory Blake has joined Convergent as a Director in the Company's Washington, DC headquarters. In this...
Four Convergent Advisors Ranked Among the Nation's Top Financial Advisors by Barron's
24 févr. 2011 14h29 HE
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Convergent Wealth Advisors
Dave Zier, George Dunn Earn Top Spots in Maryland
Steve Lockshin, Lori Van Dusen Honored in California and New York
WASHINGTON, Feb. 24, 2011 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors today...
Lori Van Dusen Named 2010 Nonprofit Consultant of the Year
22 sept. 2010 15h00 HE
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Convergent Wealth Advisors
WASHINGTON, Sept. 22, 2010 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors is pleased to announce that Lori Van Dusen, executive director, has been named the 2010 Nonprofit Consultant of the Year by...