Zier’s role has been filled by Douglas Wolford, who says no clients have left the firm in the aftermath of Zier’s death.
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Competitors of Convergent Wealth Advisors are seeking to poach the firm’s clients following the suicide of David Zier, the company’s chief executive officer. So reports FinancialPlanning.
Zier’s role has been filled by Douglas Wolford, who says no clients have left the firm in the aftermath of Zier’s death.