News and Commentary

Provenance Wealth Advisors’ Chief Investment Officer Todd Moll on Forbes Best-In-State Wealth Advisors 2020

FT. LAUDERDALE, FL – April 10, 2020– Provenance Wealth Advisors, an independent firm, today announced that Todd Moll, CFP®, CFA, is among the honorees on Forbes’ annual list of top financial advisors in the country.

The Forbes annual Best-In-State list spotlights more than 4,000 top advisors across the country who were nominated by their firms. SHOOK researched, interviewed and assigned a ranking within their respective states and markets. Nominees were vetted with stringent requirements to effectively represent financial industry role models for best practices and for providing high-quality client experiences. Moll ranked No. 8 on the list of Florida advisors.

PWA Managing Director and RJFS Financial Advisor Eric Zeitlin remarked, “Todd’s approach to investment and financial planning exemplifies PWA’s holistic approach to income, estate, investment and business planning. He and his team have the knowledge and expertise to navigate financial complexities while managing each client’s exclusive journey.”

Not only is Moll a director of the firm and chief investment officer, he heads the investment committee and investment research team as well as leads the investment advisory division. With his 30 years of experience in investment and financial planning, he is a leader in our firm and remains committed to providing client’s a best-in-state experience.

About Provenance Wealth Advisors

For more than 20 years, 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, Sarasota, Cincinnati and New York.

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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.

Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience.

Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https:www.forbes.com/best-in-state-wealth-advisors for more info.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Advisors, Inc., and Provenance Wealth Advisors. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

 

 

 


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