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 trends. Moll is No.14 on the list of 110 on the list of South Florida advisors.
“The work of Todd and his team are an important component of our comprehensive approach to estate planning,” said PWA Managing Director Eric Zeitlin. “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.
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.