News and Commentary

FT. LAUDERDALE, FL – May 9, 2018 – Jamel Gordon has joined Provenance Wealth Advisors as a financial advisor based in the firm’s Ft. Lauderdale office.  Gordon offers financial planning consulting services to entrepreneurs, business owners and high-net-worth families and individuals. He has specialized experience in financial planning for professional athletes and entertainers. “Jamel adds […]

FT. LAUDERDALE, FL – Feb. 15, 2018 – Provenance Wealth Advisors today announced that Chief Investment Officer Todd Moll, CFP®, CFA, was named to Forbes annual list of the top financial advisors in the country. Forbes ranks advisors based on research from SHOOK and includes in-person interviews, industry experience, community involvement, client retention and revenue […]

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 […]

A harsh reality of getting older is the potential that physical and mental limitations can impact individuals’ quality of life and their ability to continue living independently. When individuals fail to plan in advance for these possibilities, decision-making may fall to their adult children who may not have a grasp of their parents’ emotional ties […]

$1.95 billion in assets under advisement ranks in Top 20; only Florida firm recognized   FT. LAUDERDALE, FL, July 31, 2017 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors and Accountants, has been recognized on Accounting Today’s annual CPA Wealth Advisor’s Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms […]

After much delay, the Department of Labor fiduciary rule finally went into effect on June 9, 2017, providing consumers with enhanced protections when receiving retirement saving advice from financial advisors and investment brokers who manage consumers’ 401(k)s, IRAs, pension plans and other retirement assets.   The Fiduciary Duty Rule, which will continue to roll out […]