Provenance Wealth Advisors, an independent RIA firm, is pleased to announce that Sherry Varrelman has joined the organization as Chief Growth Officer. Sherry is a senior financial services executive with more than 30 years of leadership experience in the wealth management industry. She brings a distinguished record of building and developing high‑performing organizations, delivering outsized revenue growth, and driving innovation in digital sales and marketing. In her new role, she will play a pivotal role in accelerating Provenance’s growth strategy and further enhancing the client experience.
Prior to joining Provenance Wealth Advisors, Sherry spent 11 years as Senior Vice President of TD Bank’s Wealth Management Group responsible for leading the Southern U.S. Wealth Management business. She later served as Head of Stakeholder Engagement, Strategy & Implementation where she led organizational growth initiatives, talent development and client engagement.
Before joining TD Bank, Sherry spent five years with BNY Mellon Wealth Management as Managing Director and 15 years with Wachovia’s Wealth Management Group, where she held a variety of senior leadership roles, including Senior Vice President and Wealth Management Director for the Mid‑Atlantic Region. Sherry holds a B.S. in Business Administration from Merrimack College and is a graduate of the Executive Management Program at UNC’s Kenan‑Flagler Business School.
“Sherry is passionate about cultivating a culture of excellence by attracting and developing top talent focused on collaboration, continuous learning, and delivering an exceptional client experience,” said Peter Mottek, CEO and President of Provenance Wealth Advisors. “Her leadership and industry expertise will be instrumental in shaping Provenance’s next chapter of growth.”
About Provenance Wealth Advisors
For more than 25 years, Provenance Wealth Advisors’ team has provided comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners.
Provenance has been recognized as a leading advisory firm by Accounting Today, Barron’s, the Financial Times, Financial Planning, and Forbes. Most recently, the firm was included on the Best RIAs to Work For list from Financial Planning and named among America’s Top RIA Firms by Forbes.
PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Cincinnati and New York.
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. and Charles Schwab & Co, Inc.
Provenance Wealth Advisors financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your Provenance Wealth Advisors Financial Advisor for information and availability.