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, […]
Provenance Wealth Advisors Regional Director and Financial Advisor Robert Weiss has more than 30 years of experience in the investment and financial planning industries. He leverages his knowledge to help clients achieve their financial goals over the long term and customizes investment strategies. Robert pulls from Provenance Wealth Advisor’s powerful financial planning resources to deliver […]
Joseph Karl is chief investment strategist and co-chair of the investment committee at Provenance Wealth Advisors. He is responsible for leading the firm’s research team and evaluating macroeconomic and market conditions which shape the views of the investment committee and the positioning of the firm’s discretionary portfolios. Joseph also combines his investment and research skills […]
Shane Phillips joined Provenance Wealth Advisors in 2014 and is trusted by clients for his extensive investment and personal finance expertise. He serves as a portfolio manager and member of the PWA in-house investment committee and research team, where he helps direct asset allocation and fund manager selection for a wide array of clients. Shane […]
Megan Edelson has been a member of the Provenance Wealth Advisors team for nearly 15 years. In her role, she supports the Chief Investment Officer in the day-to-day operations of the firm’s Investment Unit. Edelson holds a Florida Life and Health license and a Series 7 license. She earned a bachelor’s degree from Florida Atlantic […]
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. * This is not a service offered through PWA Securities, LLC
