David Robert Zier

Mr. Dave R.
Zier is Chief Executive Officer at Convergent Wealth Advisors LLC.
Since that time has played an integral role in the growth and success of the firm.
As CEO, he serves as the firm’s chief visionary helping to lead and inspire employees toward a compelling future.
He also continues in his investment advisory role, working closely with many of the firms largest and most complex clients.
Before joining Convergent in 1998, Mr. Zier co-founded JZA Development Corporation, a successful entrepreneurial venture that specializes in franchising and developing small businesses.
He also ran an investment partnership and has more than 15 years of experience in the financial markets.
Mr. Zier earned two Bachelor of Science degrees from Virginia Polytechnic Institute and State University, one in Finance and one in Management Information Systems.
He holds the Investment Management Consultants Association'sSM Certified Investment Management AnalystSM designation and the Financial Industry Regulatory Authority Series 7 and 63 licenses.