As co-founder and managing director of Provenance Wealth Advisors (PWA), Eric Zeitlin has developed an exceptional process of integrating holistic financial planning solutions through a teamwork approach that leverages estate planning strategies and wealth preservation techniques. His extensive knowledge and diverse experience of wealth management, business succession, estate structuring and multi-generational planning has enabled clients […]
With an accomplished career that includes more than 30 years of experience and an assortment of expertise in financial planning, investment advisory, and market analytics, Todd aims to help clients transition into a smooth and enjoyable journey throughout their financial lives. He has guided individuals, families, and business owners in a vast range of situations, […]
For more than 30 years, Co-founder and Director Lee Hediger has provided accomplished entrepreneurs, executives, and stewards of multigenerational wealth with customized strategies to help preserve and build their estate while planning for their legacy. He has developed client relationships that have spanned several decades and multiple generations. With his extensive estate planning knowledge and […]
Director and Financial Advisor Scott Montgomery joined Provenance Wealth Advisors in 2002. For more than 30 years, Scott has been advising ultra-affluent families, industry leaders and entrepreneurs on all aspects of wealth management including estate planning, asset allocation, business succession and investment strategies. His focus is on holistic planning to help clients create a life […]
Director and Financial Advisor Sean Deviney has nearly 20 years of experience in the financial services industry. With his multidisciplinary approach to personal financial planning and corporate retirement consulting, he is skilled at assessing circumstances and developing solutions based on his deep understanding of business strategy and estate planning. His practice has developed into two […]
Tom Scanlan brings 20 years of financial services experience to Provenance Wealth Advisors, where he oversees compliance, operations, recruiting, special projects and the management of staff. He holds a Florida Life and Health license as well as Series 7, 63, 66, 24 and 53 licenses. He earned a bachelor’s degree from Rollins College in Winter […]
As a founding member of Provenance Wealth Advisors Jill Gedigian serves as head of insurance and senior business manager. She oversees the insurance operations and productivity for the firm while managing the processes and performance. In addition, she is a member of the management team. Jill has more than 25 years of experience in the […]