Our Teams

Your trusted advisor - providing a sounding board, creative engine and path-clearing approach to your goals.


Client Service Team

Olga Ismail, AIF® PWA Head of Retirement Plan Consulting and Financial Advisor Registered Representative of PWA Securities, LLC

Olga Ismail, AIF®

PWA Head of Retirement Plan Consulting and Financial Advisor

oismail@provwealth.com
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Client Service Team

Experience:

Olga Ismail has more than 12 years of experience in the financial services industry and currently serves as head of retirement plan consulting for Provenance Wealth Advisors. She carefully evaluates each client’s personal financial situations and obligations against a backdrop of long and short-term goals to provide a personalized and effective retirement plan.

Retirement encompasses a wide array of definitions and tools. Olga works with clients to articulate goals and prepare for business and economic cycles that may provide challenges in the future. She acts as an objective and honest sounding board and is a dependable ally for clients on the road to retirement.

Olga is Cuban-born and was raised in South Florida. She has three daughters and spends her free time reading and traveling. She is active in Take Stock in Children and participates annually in the Dolphins Cancer Challenge. She graduated from Florida International University with a bachelor’s degree and earned her master’s degree at Nova Southeastern University. Olga holds her AIF® designation, Florida Life Insurance License and her Series 6 and 63 securities registrations.

Client Focus:

  • Business owners
  • Employee benefit plan sponsors
  • Entrepreneurs

Specialized Strategies:

  • Corporate retirement planning
  • Individual retirement planning
  • Participant education
  • Plan design

 

PWA Securities, LLC and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Education:

Florida International University – Bachelor’s Degree

Nova Southeastern University – Master’s Degree

Affiliations:

Accredited Investment Fiduciary (AIF®)

Florida Life Insurance License

Registered Representative of PWA Securities, LLC

Series 6 and 63 Securities Registrations