MIAMI, FL – Jan. 15, 2018 – Oscar Castellanos, AAMS, WMS, and Melvin Perez, CFP®, have joined Provenance Wealth Advisors as financial advisors based in the firm’s Miami office. Castellanos and Perez have nearly 40 years of collective experience. Both specialize in financial planning, portfolio management and estate planning for domestic and international clients. “We […]
FT. LAUDERDALE, FL – Jan. 9, 2018 – Provenance Wealth Advisors today announced that Sean Deviney has been promoted to director of the firm. “We are proud to recognize Sean’s contributions and leadership with this promotion,” said Eric Zeitlin, managing director of Provenance Wealth Advisors. “He has done a tremendous job of building a practice […]
Financial Times ranking includes top retirement plan advisors FT. LAUDERDALE, FL – Sept. 27, 2017 – Provenance Wealth Advisors today announced that Financial Times has included Sean Deviney on its FT 401 list of top retirement plan advisors. Honorees were chosen based on information in eight categories, including plan assets under advisement exceeding $75 million, […]