Our Teams

Your trusted advisor - providing a sounding board, creative engine and path-clearing approach to your goals.


Client Service Team

        Adrian Lorenzo, CRPS®, ADPA®, RICP®

        Financial Advisor
        alorenzo@provwealth.com
        Check the background of this investment professional on
        Broker Check

        Client Service Team

              Experience:

              Financial Advisor Adrian Lorenzo has more than two decades of experience servicing clients throughout each phase of their financial life cycle.  Adrian provides personalized retirement planning that includes guiding individuals with 401k, IRA and IRA Rollover planning, investment selection, life insurance, long term care, including stocks, mutual funds, bonds, annuities, employee stock benefit programs including 10b5-1 Plans for corporations, in addition to establishing company retirement plans.

              Adrian graduated with a bachelor’s degree in Finance and International Business from Florida International University. He has earned the industry designations of Chartered Retirement Plans Specialist (CRPS®), Accredited Domestic Partnership Advisor (ADPA®), Retirement Income Certified Professional (RICP®), and is licensed in the state of Florida as a mortgage loan originator. Before joining Provenance Wealth Advisors, Adrian was vice-president – investments with Wells Fargo Advisors and started his career as a financial advisor with Morgan Stanley.

              Adrian is passionate about his community and the environment, especially the preservation and development of green spaces. In June 2021 he was reappointed to the Miami-Dade County Parks, Recreation and Open Spaces Citizens Advisory Committee. In addition, he serves as a board member of the Miami-Dade Police Department-Intracoastal District Citizens Advisory Committee.

              A resident of Miami, he enjoys the outdoors and traveling to new and interesting places. Recent favorite destinations in Southeast Asia include Cambodia, Thailand and Vietnam.

              Client Focus:

              • International Citizens
              • Professionals
              • Retirees/Pre-retirees
              • Wealth builders/Generators

              Specialized Strategies:

              • Company Retirement Planning
              • Insurance and Annuities
              • Investment Selection
              • Retirement Planning
              • Wealth Accumulation Strategies

              Check the background of this investment professional on BrokerCheck.

              Raymond James is not affiliated with the mentioned organizations.

              Education:

              Florida International University, bachelor’s degree in Finance and International Business

              Affiliations:

              Accredited Domestic Partnership Advisor (ADPA®)

              Chartered Retirement Plans Specialist (CRPS®)

              Registered Representative of Raymond James Financial Services

              Retirement Income Certified Professional (RICP®)

              Community:

              Miami-Dade County Parks, Recreation and Open Spaces Citizens Advisory Committee

              Miami-Dade Police Department-Intracoastal District Citizens Advisory Committee