Private wealth advisor Melissa Cournyer has joined Integrated Partners d/b/a Konvergent Wealth Partners in Gig Harbor, Wash., the company announced Monday.
BrokerCheck reports that Cournyer was formerly with Bankers Life Advisory Services, Inc. A press release announcing the affiliation reported that she brings a $90 million book of business to her new affiliation with Integrated d/b/a Konvergent, led by Homer Smith.
Konvergent operates under the RIA-only model within the Integrated advisory network, using Fidelity as its custody partner. With the addition of Cournyer, Konvergent now manages over $200 million in client assets, the press release said.
Established in 1996, Integrated Partners is headquartered in Waltham, Mass.