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 […]
Douglas Gerrard has more than 30 years of experience in the financial services industry, both as a principal investor and as an advisor helping ultra-high-net worth individuals and families. Gerrard designs, implements and monitors complex life insurance and investment strategies aimed at mitigating estate and income tax. He helps optimize pre-immigration planning, asset-protection structures and […]
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 […]
