FT. LAUDERDALE, FL – April 4, 2025 – Provenance Wealth Advisors today announced that their Corporate Retirement Plans Team has been named by the National Association of Plan Advisors (NAPA) as a 2025 Top DC Advisor Multi-Office Firm. The list…
Provenance Wealth Advisors, an independent RIA firm, has named Peter Mottek chief executive officer and president. Managing Director Eric Zeitlin is advancing to chairman of the board and Richard A. Berkowitz, JD, CPA, has been named chairman emeritus. With over…
FT. LAUDERDALE, FL, June 10, 2024 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors + CPAs Accountants, has been recognized on Accounting Today’s annual Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with…
FT. LAUDERDALE, FL – March 1, 2024 – Provenance Wealth Advisors today announced that it has been named by InvestmentNews Magazine as one of the country’s Best Places to Work for Financial Advisors in the USA. The program features a…
FORT LAUDERDALE, FL - November 17, 2023 – PWA CEO and Managing Director Eric P. Zeitlin was recently profiled in the South Florida Business Journal to discuss his market outlook and what it means to move into South Florida. “I…
FT. LAUDERDALE, FL, October 16, 2023 – Provenance Wealth Advisors launches PWA Securities, LLC in its latest evolution to provide clients a more progressive broker dealer with a wider range of financial opportunities. PWA Securities, LLC will enable the firm’s…
The U.S. economy continued to defy the odds of a recession through the first half of 2023. After some political theatre, the government avoided a major self-inflicted error by raising the debt ceiling, allowing attention to turn to the economy…
FT. LAUDERDALE, FL – March 30, 2023 – Provenance Wealth Advisors announced that Barron’s has once again named PWA chief investment officer and director Todd Moll, CFP®, CFA, to the annual list of top 1,200 financial advisors in the country…
Despite a rapid recovery from the height of the pandemic, the global economy faced a new set of challenges in 2022. What started as global economy embattled by supply chain issues was stressed further with the Russian invasion of Ukraine…
Miami, FL –April 14, 2022 - Provenance Wealth Advisors is pleased to announce that Pedro Harth has joined the firm as an independent financial advisor based in the new Dadeland office. “Pedro Harth comes to us with more than 30…
