Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Again Included in Top 400 Financial Advisors List
Posted on April 06, 2017
FT. LAUDERDALE, FL – April 5, 2017 – Provenance Wealth Advisors today announced that Chief Investment Officer Todd Moll, CFP®, CFA, was named to Financial Time’s annual list of the top 400 financial advisors in the country. This is Moll’s third consecutive year on the list.
Financial Times ranks advisors with more than 10 years of experience and develops its rankings using a combination of growth rate of assets, brokerage data, survey responses and a number of other factors.
“Todd and his team are so deserving of this honor,” said PWA Managing Director Eric Zeitlin. “Their work on behalf of clients is an important component of our comprehensive approach to estate and investment planning. We are proud to celebrate this success.”
Moll has served as Provenance Wealth Advisors’ chief investment officer since 2001. He leads a team that supports the investment goals of the firm’s local and international clients, including entrepreneurs and their families, high-net-worth, ultra high-net-worth and institutional investors.
About Provenance Wealth Advisors
For more than 15 years the Provenance Wealth Advisors team has provided comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners. The firm has been recognized as a leading advisory firm by Barron’s, Accounting Today and Financial Times.
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. Investment advisory and financial planning services are offered through Raymond James Financial Services Advisors, Inc., and Provenance Wealth Advisors, a Registered Investment Advisor. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
Financial Times Top 400 Financial Advisors
The FT 400 was developed in collaboration with Ignites Research, a subsidiary of FT that provides specialized content on asset management. To qualify for the list, advisors had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors’ practices. 400 qualified advisors were then scored on six attributes, AUM AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughtly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that roughly correlates to the distribution of millionaires across the US. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/ranking. The FT is not affiliated with Raymond James.