Financial Advisor David Marshall joined Provenance Wealth Advisors in 2021. He has built a successful business by providing a wide range of financial services to high-net-worth clients. His focus is on investments and developing retirement plans with additional experience in insurance solutions and strategic planning. David is a graduate of the University of Pittsburgh where […]
Augusto De Luna provides financial services to affluent families, business owners and international clients. His nearly 15 years of experience in the industry makes him an asset to clients who are striving to achieve their financial goals through planning. Prior to joining Provenance Wealth Advisors, Augusto was a private client banker with JPMorgan Chase Bank, […]
Michelle Farris has 20 years of experience in the financial services sector. She specializes in working with high-net-worth families and individuals and has a focus on teaching new technologies that provide the highest level of service. Farris holds FINRA Series 7, 63 and 9/10 licenses.
