Ft. Lauderdale, Florida - May 2026 Provenance Wealth Advisors, an independent RIA firm, is pleased to announce that Bill Akmentins, CFA, has joined the organization as a Senior Portfolio Manager. Bill is an accomplished investment professional with more than 30…
FORT LAUDERDALE, FL – April 2, 2026 – Provenance Wealth Advisors announced today that its Corporate Retirement Plans Team has been named to the National Association of Plan Advisors’ (NAPA) 2026 Top Defined Contribution (DC) Advisor Multi‑Office Firm list for…
Provenance Wealth Advisors, an independent RIA firm, is pleased to announce that Sherry Varrelman has joined the organization as Chief Growth Officer. Sherry is a senior financial services executive with more than 30 years of leadership experience in the wealth…
FORT LAUDERDALE, FLORIDA – December 15, 2025 – Provenance Wealth is proud to announce we ranked number 42 in the national Financial Planning 2025 List of Best RIAs to Work for. This recognition underscores PWA’s commitment to creating an exceptional…
FT. LAUDERDALE, FL – October 17, 2025 – Provenance Wealth is proud to announce its inclusion in the prestigious Forbes 2025 list of America’s Top Registered Investment Advisor (RIA) Firms, developed in partnership with SHOOK Research. This recognition places Provenance…
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…
