Convergent Wealth Advisors Employee Directory

Financial ServicesMaryland, United States51-200 Employees

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.

Find Convergent Wealth Advisors employees' phone numbers or email addresses

Convergent Wealth Advisors Global Highlights

North America
86

United States Of America
86

Africa
1

Nigeria
1

Europe
1

Luxembourg
1

Convergent Wealth Advisors's Leadership

D. Z.
Chief Executive Officer
Mobile Phone
Email
K. L.
CEO
Mobile Phone
Email
D. E.
Chief Financial Officer
Mobile Phone
Email
R. B.
Chief Operating Officer, Evp
Mobile Phone
Email
A. G.
President
Mobile Phone
Email
K. L.
Ceo
Mobile Phone
Email
V. R.
Regional President
Mobile Phone
Email
J. P.
Senior Vice President
Mobile Phone
Email

Contact profiles from Convergent Wealth Advisors

Name

Title

Contact Info

Location

Last Update

A. G.
President
Mobile Phone
Email
United StatesMaryland
Oct 23, 2024
D. Z.
Chief Executive Officer
Mobile Phone
Email
United StatesDistrict of Columbia
Oct 16, 2024
D. E.
Chief Financial Officer
Mobile Phone
Email
United StatesMaryland
Sep 26, 2023
K. L.
CEO
Mobile Phone
Email
United StatesIllinois
Sep 18, 2024
K. L.
Ceo
Mobile Phone
Email
United StatesIllinois
Oct 22, 2024
R. B.
Chief Operating Officer, Evp
Mobile Phone
Email
United StatesFlorida
Sep 15, 2024
V. R.
Regional President
Mobile Phone
Email
United StatesFlorida
Oct 21, 2024
J. P.
Senior Vice President
Mobile Phone
Email
Oct 18, 2024
N. M.
Vice President
Mobile Phone
Email
United StatesFlorida
Oct 22, 2024
N. M.
Vice President
Mobile Phone
Email
United StatesFlorida
Oct 21, 2024

Frequently Asked Questions

What is Convergent Wealth Advisors known for?

Convergent Wealth Advisors was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 12505 Park Potomac Avenue Suite 400 Potomac, MD 20854 US; you can contact the main corporate office by phone at

+1-301-770-****

. Explore Convergent Wealth Advisors's company overview page for more information.

What is Convergent Wealth Advisors's most common email format?

Convergent Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Convergent Wealth Advisors email formats with LeadIQ.

How many employees does Convergent Wealth Advisors have currently?

Convergent Wealth Advisors has approximately 51 employees as of July 2024. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Convergent Wealth Advisors's key employees and leadership?

As of July 2024, Convergent Wealth Advisors's key employees include:

Chief Executive Officer: D. Z.
CEO: K. L.
Chief Financial Officer: D. E.
Chief Operating Officer, Evp: R. B.
President: A. G.

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