Provenance Wealth Advisors’ Chief Investment Officer Todd Moll on Forbes Best-In-State Wealth Advisors 2024

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

FT. LAUDERDALE, FL – May 3, 2024– Provenance Wealth Advisors, an independent office, announced today that Todd Moll, CFP®, CFA, is once again among the honorees on Forbes’ annual list of top financial advisors in the country for the sixth consecutive year.

The Forbes annual Best-In-State list spotlights more than 8,000 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 CEO and Financial Advisor Eric Zeitlin remarked, “Todd and his team possess the experience and insight required to guide clients through the intricacies of holistic financial planning, encompassing income, estate, investment, and business planning.”

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

About Provenance Wealth Advisors

For more than 20 years the Provenance Wealth Advisors team has provided comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners.

PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Sarasota, Cincinnati and New York City.

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 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,000 nominations, more than 8,500 advisors received the award. Please visit https://www.forbes.com/best‐in‐state‐wealth‐advisors for more info.

Provenance Wealth Advisors and Provenance Securities, LLC are not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.

Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc.  Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc. 

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

Updated May 3, 2024