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 announced that Barron's has named four Convergent advisors to its annual state-by-state ranking of the top 1,000 financial advisors in the nation, including to the top two spots in Maryland. This list includes advisors from both independent advisory firms and large wirehouses.
Dave Zier, executive vice president, and George Dunn, executive director, were honored as the #1 and #2 advisors in Maryland, respectively. Steve Lockshin, Convergent's founder and CEO, was ranked #3 in California, and Lori Van Dusen, executive director, was ranked #34 in New York.
"In a sea of competition from the major wirehouses, Convergent is proud to stand out as a boutique firm with top slots in three states," said Lockshin. "These rankings are evidence that objective advisors such as Convergent continue to permeate the wealth advisory market. Our clients understand the benefit of working with a firm that offers a true open architecture investment platform."
Lockshin continued, "It's particularly rewarding to see two of our advisors, Dave Zier and George Dunn, named as the #1 and #2 advisors in the state of Maryland. These and our other rankings from Barron's reflect the dedication of our entire team to helping our clients achieve their goals."
The Barron's rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
About Convergent Wealth Advisors
Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on over $14 billion in assets (as of December 31, 2010). 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 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), and Rochester (NY). 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.
Non-deposit investment products are not FDIC insured, are not deposits or other obligations of Convergent Wealth Advisors, are not guaranteed by Convergent Wealth Advisors and involve investment risks, including the possible loss of principal.