At the start the year, the U.S. economy appeared to be in great shape, having demonstrated significant recovery from the pandemic. Unemployment was down, wages were growing, and the U.S. stock market reached an all-time high on January 3rd. But today, six months later, a whole new set of challenges exist. Inflation has remained persistent […]
FT. LAUDERDALE, FL, June 28, 2022 – 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 CPA firms by assets under advisement. Provenance Wealth Advisors had $4.2 billion in assets under […]
Forbes ranks best-in-state advisors for offering best practices and client experience. FT. LAUDERDALE, FL – April 26, 2022– Provenance Wealth Advisors, an independent office, today that Todd Moll, CFP®, CFA, is once again among the honorees on Forbes’ annual list of top financial advisors in the country for the fourth consecutive year. The Forbes annual […]
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 years of financial experience,” said Eric Zeitlin, PWA managing director and RJFS financial advisor. “His […]
FT. LAUDERDALE, FL – March 24, 2022 – 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 for the eighth consecutive year. Moll is No. 32 in Barron’s as one of the […]
LAUDERDALE, FL – February 24, 2022 – PWA Director and RJFS Financial Advisor Sean Deviney, CFP®, was recently appointed to the board of the Memorial Hospital Foundation and the Joe DiMaggio Children’s Hospital Foundation. In this role, he will work with board members to provide philanthropic support that helps to ensure safe, quality and cost-effective […]
Miami, FL – October 8, 2021 – Provenance Wealth Advisors is fortunate to welcome three new members to its growing team. David Marshall, David L. Burg and Adrian Lorenzo have joined as independent financial advisors based in the Miami office. Together they bring more than 40 years of industry experience. While each specialize in retirement […]
FT. LAUDERDALE, FL – March 15, 2021 – 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 for the seventh consecutive year. Moll is No. 15 in Barron’s as one of the […]
FT. LAUDERDALE, FL – March 1, 2021 – 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. The program features a survey of all firm employees and completion of a questionnaire which asks questions about culture, leadership, career opportunities […]
