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 […]
Lisa Donelson has more than 25 years of experience in the financial services industry. A member of Provenance Wealth Advisors since 2006, she manages the firm’s operational efficiency and compliance of regulatory policies and procedures. Lisa leads the firm’s operations department to help provide the day-to-day implementation and oversight for all aspects of the investment […]
Accounting Manager Carmen Arochena joined Provenance Wealth Advisors in 2014. She manages and oversees the daily operations of the accounting department with a focus on ensuring timely and accurate delivery of financial reports. Carmen is a graduate of Universidad Jose Maria Vargas in Venezuela. Before joining Provenance Wealth Advisors, Carmen began her accounting career at […]
