Boston, MA, Oct. 06, 2020 (GLOBE NEWSWIRE) — Integrated Partners, a national financial planning and registered investment advisory firm, is pleased to announce that financial advisor Melissa Cournyer has joined konvergent Wealth Partners, Integrated’s Seattle, WA regional office, led by Homer Smith. Cournyer’s addition to the konvergent team adds $90M in AUM to the rapidly growing northwestern advisory group.
The deal represents Integrated’s commitment to growing advisory partner firms both organically, and inorganically by way of identifying ideal partnerships for regional offices already in existence. The RIA side of the business continues trending as the fastest growing segment of the organization.
“I met Homer Smith and the konvergent team while working together on a client’s complex financial situation by way of the Integrated Business Alliance,” said Cournyer. “And the value of the Integrated/konvergent model became crystal clear to me – I needed to be a part of this group, and I knew my clients needed it as well.”
A private wealth advisor whose career spans almost two decades in the financial services industry, Cournyer provides financial wellness counsel for her multigenerational client base, including high net worth individuals, families, and business owners.
“When you know, you know,” said Homer Smith, principal, konvergent. “We had multiple joint client meetings together and it was clear from the outset that our values and commitment to client service were closely aligned. Melissa immediately bought in to our model and the power of the RIA approach to fiduciary client service. I am thrilled to welcome her to our team!”
The konvergent team has consistently grown since joining Integrated Partners in 2019, and now counts ten team members among its ranks: Smith and Cournyer are joined by Dave Stuehling, Leah Hortin, Mary Wotherspoon, Dwight Anderson, Karen Chen, Max Graber, Matt Ferguson, and Sierra Utti.
konvergent focuses on working with business owners and families with complex financial service needs.
“At Integrated, we focus squarely on advisor growth, evolution and advancement,” said Rob Sandrew, head of advisor recruiting, Integrated. “Melissa’s addition to Homer’s team adds an adrenaline shot to the konvergent business above and beyond the already thrilling growth trajectory the team has been on in the year since they came aboard. They embody everything special about the Integrated model.”
Media inquiries: Jason Lahita – [email protected]
To discreetly inquire about what joining our growth-oriented culture can look like for you as a financial advisor, please contact: Rob Sandrew [email protected] or Keith Frasier [email protected]
Originally on GlobalNewswire.com: Financial Advisor Melissa Cournyer Joins Integrated Partners’ Seattle Office