CONVERGENT FINANCIAL GROUP

is a Registered Investment Advisor serving clients across the United States.

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3850 Bessemer Road

Mount Pleasant, SC 29466

(843) 972-4402

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© Copyright Convergent Financial Group 2017

More than just a name...

Convergent is reflective of where we live. The Ashley, Cooper, and Wando Rivers converge to form the beautiful landscape of the Charleston area. Not only that, but they bring the community together for leisure, ecological preservation, and history appreciation.      

The name Convergent is also reflective of our commitment to you. Maybe you're feeling the stress and worry of wondering if you're getting it right. When all of the previously scattered pieces of your financial life converge in a purposeful way, your resources are flowing exactly as they should. Best of all, you get to live your best life today and in the future.

JEREMY A. ELLISOR, SR.

FOUNDER

Jeremy has worked in various sides of the financial industry, including a fee-only wealth management firm, an independent broker dealer, and an insurance company.  His experience brings expertise in planning for the future, investments, insurance, taxes, and estate planning.  He holds a Bachelor of Science in Civil Engineering from Clemson University.

Jeremy is a native of South Carolina, and is married to Kristy Ellisor.  They live in Mount Pleasant with their son, Alexander, and daughter, Caroline.  During his free time, Jeremy enjoys spending time with his family, boating, shark teeth hunting, and being an active member of The Church at LifePark.

KRISTY ELLISOR

MARKETING & COMMUNICATIONS

Kristy heads up Marketing & Communications for Convergent. She makes sure that we are always communicating clearly and concisely, from our online presence to print.  Her goal is to make sure people know that Convergent is for those who have busy lives and are tired of the stereotypical advisor.

Kristy earned a Bachelor of Arts from The University of North Florida. Her previous work includes sales and marketing in finance, pharmaceuticals, and international shipping.

She is married to Jeremy Ellisor, and they live in Mount Pleasant with their two children, Alexander and Caroline.  As a Lowcountry native, when she's not working, Kristy can be found on the beach, on a dock, or on the boat.

RECENT RECOGNITION

Best Financial Planner 2019 Mount Pleasant, SC