FT. LAUDERDALE, FL – March 20, 2019 – Provenance Wealth Advisors announced that Barron’s has named the firm’s chief investment officer Todd Moll, CFP®, CFA, to its annual list of top 1,200 financial advisors in the country for the fifth consecutive year.
Moll ranked No. 18 on the list of Florida advisors. The annual ranking of professions is based on a range of factors, including assets under management, revenue produced for the firm, quality of practice and philanthropic work.
“Todd and his investment team are deserving of this recognition,” said PWA Managing Director Eric Zeitlin. “Our comprehensive approach to income, estate, financial and business planning is designed to create raving fans.”
Moll, a director of the firm and chief investment officer since 2001, leads investment policy and oversees more than $2.4 billion in assets under advisement. His team supports the investment goals of the firm’s local and international clients, including entrepreneurs and their families, through a comprehensive range of estate planning, financial and investment advisory, insurance and business planning services
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.
Barron’s “Top 1,200 Financial Advisors,” March 11, 2019. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 3,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minim of 7 years financial services experience, acceptable compliance records (no criminal U5 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered, including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. 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 few in exchange for this award/rating. Barron’s is not affiliated with Raymond James.