Convergence Financial
Company

Convergence Financial

Financial Services Columbia, Missouri, United States 16 employees
Employees
16
Contacts
3
Emails
3
Phones
2
www.convergence-financial.com LinkedIn

Convergence Financial Overview

Headquarters
Columbia, Missouri, United States
Website
www.convergence-financial.com
Industry
Financial Services
Employees
16
Founded
2016
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Columbia

About Convergence Financial

Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service. The name of the firm was created as a way to convey the convergence of these three priorities – Investing. Planning. Service. This is what you can expect from us.

Convergence Financial Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Convergence Financial Org Chart

Sample employees and titles
Name Title Contact
Michael Richards, Apma®, Cdfa® Financial Advisor at Convergence Financial
View
Jay Watz, Cima Director Business Development - Financial Recruiter
Email
John Stansfield, Cfa Director, Cfa Partner Program at University of Missouri
Email Phone
Mark Brooks Director of Wealth Management and Financial Advisor at Convergence Financial. - Track Record of Driving Growth and Transformation Across Major
Email Phone

Employees by Management Level

Director 3 profiles
Individual contributor 1 profile

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