Search Results for: Eric P. Zeitlin

Keep an Eye on Estate Planning Through COVID-19 Pandemic by Eric P. Zeitlin

Posted March 19, 2020

The novel coronavirus (COVID-19) pandemic is having a profound impact on people and businesses across the globe. Lives have been lost, businesses are facing the potential of mounting losses, and an uncertain economic future is roiling the global equity markets. Through this time, families must also assess the impact of the virus on their estates […]

What Happens when Financial Advisors Declare their Independence? by Eric Zeitlin

Posted April 24, 2019

After spending more than 25 years in the financial services industry, first on the bond desk in Canada and more recently at one the world’s leading investment banking and wealth management firms, Rob Weiss, CFA, made a significant career move. In 2018, he went independent, joining Provenance Wealth Advisors (PWA) as a financial advisor and […]

Pedro Harth Joins Provenance Wealth Advisors

Posted April 14, 2022

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 […]

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