News and Commentary

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

FT. LAUDERDALE, FL – Feb. 27, 2019 – Forbes has published its annual list of top financial advisors in the country and Provenance Wealth Advisors’ that Chief Investment Officer Todd Moll, CFP®, CFA, is among the honorees.

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.8 on the list of 95 top South Florida advisors.

“We are proud of Todd and our investment team in achieving this honor once again,” said PWA Managing Director Eric Zeitlin. “This recognition is a testament to our focus on client service and our collaborative approach.”

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.

About Provenance Wealth Advisors

For 20 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, Sarasota, 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.

 

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, 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 29,334 advisors nominated by their firms, 3,477 received the award. 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.


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