Melvin Perez has more than 20 years of experience in the finance industry. He specializes in working with domestic and international clients on estate planning, business succession planning and retirement plans for individuals. He leverages his extensive knowledge and expertise to provide clients a holistic and customized financial plan. Melvin previously held leadership positions in […]
Ryan Whiteman joined Provenance Wealth Advisors in 2021 with more than 15 years of experience in the finance industry. He is a skilled professional that is focused on developing personalized financial strategies for domestic and international individuals. A graduate of Florida State University, Ryan began his career as a private banker and became a financial […]
Brendan Hayes has been a financial planner with Provenance Wealth Advisors since 2004. In practice since 1997, he provides clients with a comprehensive approach to estate, business succession, investment and retirement planning. Brendan works to help clients reach their financial goals and preserve assets for both current and future generations. Through careful detail and consideration […]
Marta Otero has more than 25 years of experience in the financial services industry. She specializes in portfolio management for domestic and international entrepreneurs, business owners and high-net-worth families and individuals. Her skill-set of customized planning for international and domestic clients has helped her to grow a successful practice over the course of her career. […]