WASHINGTON, April 26, 2010 (GLOBE NEWSWIRE) -- Barron's has named Steve Lockshin, Convergent Wealth Advisors' founder and CEO, and Dave Zier, Executive Vice President, to its annual list of America's Top 100 Financial Advisors. With team assets of approximately $8.8 billion under advisement, Lockshin was ranked #5 and Zier was ranked #8 on the list.
"We are very gratified for this recognition by Barron's," said Lockshin. "This honor reflects the continual efforts by our team members to provide our clients with the best service and investment solutions possible."
The Barron's ranking reflects the assets the advisors and their teams oversee, the revenue generated for their firms and the quality of the advisors' practices.
ABOUT CONVERGENT WEALTH ADVISORS
Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on over $13 billion in assets. Convergent provides investment consulting services and customized wealth management solutions, including advice on concentrated stock strategies, alternative investments, collateralized lending, specialty financings, and insurance and estate planning, to over 370 ultra-high net worth individuals, institutions and family offices. Convergent is headquartered outside of Washington, D.C., with offices in Los Angeles, New York, Portland (OR), Rochester (NY) and Seattle. Convergent is a majority owned subsidiary of Convergent Capital Management, which is a subsidiary of City National Corporation (NYSE:CYN), the parent company of City National Bank.
Convergent Wealth Advisors Media Contact: Laura Smith 301.998.0304