News and Commentary

Provenance Wealth Advisors Included on InvestmentNews’ Best Places to Work for Financial Advisors

FT. LAUDERDALE, FL – March 1, 2021 – Provenance Wealth Advisors today announced that it has been named by InvestmentNews Magazine as one of the country’s Best Places to Work for Financial Advisors.

The program features a survey of all firm employees and completion of a questionnaire which asks questions about culture, leadership, career opportunities and work environment. It is a ranking of firms that go beyond offering attractive benefits and perks to create a workplace that empowers their employees to develop the right skills and strive to deliver the best possible guidance to clients. In 2021, it also considered what steps were taken to keep employees safe during the pandemic.

“We are thrilled to be recognized as a leader for our collaborative culture and holistic approach,” said PWA Managing Director and RJFS Financial Advisor Eric Zeitlin. “Creating a supportive environment that is based on a client-first approach has been a hallmark of our firm since it was established in 2000.”

Provenance Wealth Advisors has more than $2.4 billion in assets under advisement as of 3/21. The firm has a team of planners, financial advisors, insurance professionals and investment managers who work to bring all-inclusive thinking, creative solutions and valuable advice together to implement holistic financial plans that best serve our clients.

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.

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. You should discuss any tax or legal matters with the appropriate professional.

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 James.

Posted March 18, 2021

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