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Provenance Wealth Advisors’ Chief Investment Officer Todd Moll on Forbes Best-In-State Wealth Advisors 2021

Forbes ranks best-in-state advisors for offering best practices and client experience.

FT. LAUDERDALE, FL – February 16, 2021– Provenance Wealth Advisors, an independent office, 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 5,000 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.

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.”
Moll is a director and chief investment officer of PWA. In addition, he heads the PWA investment committee and investment research team. With his 30 years of experience in investment and financial planning, he is a leader in the organization and remains committed to providing client’s a best-in-state experience.

Moll is a director and chief investment officer of PWA. In addition, he heads the PWA investment committee and investment research team. With his 30 years of experience in investment and financial planning, he is a leader in the organization 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.

About Forbes ranking of Best-In-State Wealth Advisors

Data provided by SHOOKTM Research, LLC. Source: Forbes.com (January 2021). 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’ experience, and the algorithm weights 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ 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. For more information: www.SHOOKresearch.com.
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.

About Raymond James Financial Services

As of 12/31/2020. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock
Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at raymondjames.com. 

To learn more about Provenance Wealth Advisors services click here or contact us at info@provwealth.com


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