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 Advisors. Included in this year's ranking were Convergent's founder and CEO Steve Lockshin ; Dave Zier, executive vice president; George Dunn, executive director; and Lori Van Dusen, executive director.
"We are very proud to be the only independent advisory firm with four advisors included in this ranking," said Convergent's president, Doug Wolford. "This honor signifies the commitment of our advisors and their teams to providing our clients with outstanding service and innovative investment solutions."
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.
CONTACT: Media Contact: Laura Smith 301.998.0304 Laura.Smith@ConvergentWealth.com