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Two Convergent Advisors Ranked #1 in Barron's State by State RankingsSteve Lockshin #1 in California; Dave Zier #1 in Maryland (February 22, 2012)
WASHINGTON, DC -- (Marketwire) -- 02/22/12 -- Convergent Wealth Advisors today announced that Barron's has named two Convergent advisors #1 in its 2012 state by state ranking of the top 1,000 financial advisors in the nation, a list that includes both independent advisory firms and large wirehouses.
Steve Lockshin, Convergent's founder and CEO, received the honor of ranking #1 in California, and Dave Zier, executive vice president, was awarded the #1 advisor spot in Maryland. This is Zier's second consecutive year of being ranked #1 in Maryland.
"Convergent is the only independent advisory firm in the nation with two individuals awarded #1 spots on this list," said Convergent's president and COO, Douglas Wolford. "These rankings are due not only to the hard work and dedication of Steve and Dave, but also to the exceptional team of advisors and support staff we have at Convergent. We are grateful for the commitment of our entire team, without which these honors -- and the services we provide our clients -- would not be possible."
In 2011, Lockshin and Zier were also ranked on Barron's Top 100 Independent Financial Advisors. Lockshin received the #1 spot and Zier was ranked #3 on this list of the nation's top independent advisors.
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, and quality of practice. Quality of practice includes an advisor's regulatory/compliance record and philanthropic and charitable work.
About Convergent Wealth Advisors
Convergent Wealth Advisors, advising on over $10 billion in assets (as of December 31, 2011), is a recognized industry leader in wealth management. Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices. In 2011, Convergent launched a separate division, Independence by Convergent, focused on servicing clients with between $500,000 and $5 million in investable assets. Convergent has offices in Washington, DC, Los Angeles, New York, and Portland (OR).
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.
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