Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Recognized Again by Barron’s for Eighth Consecutive Year
FT. LAUDERDALE, FL – March 24, 2022 – Provenance Wealth Advisors announced that Barron’s has once again named PWA Chief Investment Officer and Director Todd Moll, CFP®, CFA, to the annual list of top 1,200 financial advisors in the country for the eighth consecutive year.
Moll is No. 32 in Barron’s as one of the top financial advisors in Florida. This ranking is the largest and most comprehensive of the annual Barron’s advisor listings. It includes a cross section of private-wealth advisors, from independents who own and operate their own practices to advisors from the large Wall Street firms.
“Todd and his team continue to raise the bar for client service,” said PWA Managing Director and RJFS Financial Advisor Eric Zeitlin. “His holistic approach to estate and investment planning exemplifies our mission to help clients reach their goals.”
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, ultra-high-net-worth and institutional investors.
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. The firm has been recognized as a leading advisory firm by Barron’s 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. Provenance Wealth Advisors, 515 E. Las Olas Blvd, Ft. Lauderdale, Fl 33301.954-712-8888.
Source: Barron’s “Top 1,200 Financial Advisors,” March 2022. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
The rankings are based on data provided by 6,186 individual advisors and their firms and include qualitative and quantitative criteria. Factors included
in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment
performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by
clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an
endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange
for this award/rating. Barron’s is not affiliated with Raymond James.
Source: Investment News “2021 Top 75 Best Places to Work for Financial Advisers”. The Best Places to Work for Financial Advisers program is a
national program managed by Best Companies Group. The survey and recognition program are dedicated to identifying and recognizing the best
employers in the financial advice/wealth management industry. The final list is based on the following criteria: must be a registered investment adviser
(RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one
year and must have a minimum of 15 full-time/part-time employees. The assessment process is compiled in a two-part process based on the findings of
the employer benefits & policies questionnaire and the employee engagement & satisfaction survey. The results are analyzed and categorized according
to 8 Core Focus Areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with
Supervisor, Training, Development and Resources, Pay and Benefits and Overall Engagement. Best Companies Group will survey up to 400 randomly
selected employees in a company depending on company size. The two data sets are combined and analyzed to determine the rankings. The award is not
representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James
nor any of its Financial Advisors pay a fee in exchange for this award. Investment News and/or Best Companies Group is not affiliated with Raymond
Source: Awarded to Todd A. Moll, CFP®, CFA. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by
Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). To qualify for the list, advisers had to have 10 years
of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT
reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above.
These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020,
roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes:
AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for
roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any
one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s
experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay
a fee in exchange for this award/rating. The FT, Ignite Research, and Money-Media, Inc. are not affiliated with Raymond James
Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s, Investment news and Financial Times
are not affiliated with Raymond James.