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 planning along with investment strategies, their focus is on the holistic approach to financial planning and to provide clients a full range of services to meet their needs.
“Each advisor adds to the expertise of the firm’s wealth planning and asset management capabilities,” said Eric Zeitlin, managing director of Provenance Wealth Advisors. “their move to become independent advisors will enable them to provide services that will put their clients’ best interest first.”
Burg is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the industry designations of Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Plans Specialist (CRPS®) and Accredited Domestic Partnership Advisor (ADPA®). With his vast designations and more than 20 years of experience, his focus is on retirement and investment strategies with holistic financial planning.
Lorenzo has more than 20 years of diverse financial planning experience. He specializes in developing and implementing investment plans with an emphasis on retirement and insurance. He has earned the industry designations of Chartered Retirement Plans Specialist (CRPS®), Accredited Domestic Partnership Advisor SM (ADPA®) and Retirement Income Certified Professional (RICP®).
Marshall offers a wide range of investment services for high-net-worth clients. With more than 25 years in the industry, he develops effective retirement plans that align with holistic financial goals.
About Provenance Wealth Advisors
Provenance Wealth Advisors provides comprehensive financial planning, estate planning, retirement planning and insurance services to entrepreneurs, professionals, and business owners.
PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Cincinnati, and New York City.
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James is not affiliated with Berkowitz Pollack Brant Advisors and Accountants.
Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Provenance Wealth Advisors and Raymond James Financial Services Advisors, Inc.
515 E. Las Olas Blvd, Ft. Lauderdale, FL 33301 (954) 712-8888.
To learn more about Provenance Wealth Advisors services click here or contact us at info@provwealth.com