Martha Swain has over 25 years of experience in the financial services industry. Since joining Provenance Wealth Advisors in 2010, she has led the firm’s Financial Planning Unit in developing detailed and customized financial plans for the firm’s most affluent clients. Her focus is to analyze a client’s entire financial situation, including estate, business, investment, […]
Jessica Pendergraft joined Provenance Wealth Advisors in 2021 as a financial planner. With more than 15 years of experience in the wealth advisory industry, her focus is to provide financial planning strategies to individuals and families. Jessica is a graduate of the University of Florida where she earned a Bachelor of Arts in English. She […]
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. PWA Securities, LLC and its advisors do not offer tax or […]
