Sam Benson - Morgan Stanley

Comprehensive wealth planning strategies for your life and legacy

The Convergence Group’s mission is to help make financial ambitions tangible realities. We do this at the convergence of a client’s goals and resources, Donna, Kathy and Shawn’s decades of wisdom and experience and Morgan Stanley’s world class depth in asset management and liability management.

Experience, intellectual capital and dedicated personal service to help you meet your life goals