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Tagged: RIA

Financial Advisor Melissa Cournyer Joins Integrated Partners’ Seattle Office – Cournyer’s $90M book of business brings konvergent Wealth Partners to over $200M in assets under management • konvergent operates under the RIA-only model within the Integrated advisory ecosystem, using Fidelity as its custody partner

October 7th, 2020 | RIA

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 […]