CHARLOTTE, NC — Convergent Financial Partners, an affiliate of Cetera Financial Group, is proud to announce the promotion of Scott Smith from Managing Partner to Chief Operating Officer, a move spurred by the firm's rapid expansion since its inception just one year ago.
In an extraordinary first year of operations, Convergent Financial Partners has exceeded expectations, growing at a pace that necessitated the early creation of the COO position. Scott, who has been pivotal in establishing the firm’s foundational strategies and client-first ethos, will now oversee the firm's daily operations and lead its ongoing expansion efforts.
Scott’s journey in finance, marked by a dedication to building strong, lasting relationships, began in a small town south of Detroit, Michigan. His approach to business is deeply influenced by his heartland values—integrity, trust, and a commitment to community. These principles guided him through his previous roles and as he helped launch Convergent Financial Partners.
"Being part of Convergent from the very beginning has been a remarkable journey," said Scott Smith. "Our growth has been both challenging and exhilarating. As COO, I am eager to guide our operations and ensure we continue to attract and nurture top talent that aligns with our core values. My focus will be on streamlining our operations while also driving strategic growth that benefits our clients and our team."
Scott’s leadership is expected to fortify Convergent’s operations, enhance recruitment strategies, and ensure the firm remains adaptable in the dynamic financial landscape. His previous roles have equipped him with invaluable insights into the needs and aspirations of financial advisors and clients alike, making him uniquely qualified to lead the firm through its next phase of growth.
Please join us in congratulating Scott on his new role and in anticipating the continued success and innovation he brings to Convergent Financial Partners.
For further information, please contact:
Scott Absher, President
Convergent Financial Partners
Scott.absher@convergentfp.com
704-621-6142
Convergentfp.com
15720 Brixham Hill Ave, Suite 300, Charlotte, NC 28277
About Convergent Financial Partners
Convergent Financial Partners is affiliated with Cetera Financial Group and is dedicated to providing exceptional financial advice and planning services. Our firm is committed to helping clients achieve their long-term financial goals through comprehensive, individualized planning and a client-first approach. Registered Representative offering securities through Cetera Advisor Networks, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Advisor. Cetera firms are under separate ownership from any other entity.