For more than 20 years Eric Zeitlin has helped clients leverage estate planning strategies and wealth-preservation techniques that enable them to secure their legacies. A creative and knowledgeable advisor who becomes deeply involved with clients’ businesses and families, Zeitlin is adept at working with multi-generational families and helping founders think through challenging succession planning and family issues.
As co-founder of Provenance Wealth Advisors, Zeitlin has built one of the leading CPA-affiliated financial planning firms in the country according to Accounting Today’s annual ranking of firms. From his early days with Cigna Financial Services and Sagemark Consulting, Zeitlin has worked to develop deep and lasting relationships with clients. Although the firm has more than $2 billion in assets under advisement, it retains a nimble and responsive culture under Zeitlin’s leadership.
Check the background of this investment professional on FINRA’s BrokerCheck.
University of Florida – Bachelor of Science in Business Administration
Investment Advisor Representative of Provenance Wealth Advisors Registered Representative of Raymond James Life, Health and Variable Annuity license, State of Florida
Dolphins Cancer Challenge, Board Member
Take Stock in Children, State Board Member
Take Stock in Children, Palm Beach Affiliate – Past Board Chair, Current Board Member
Take Stock in Children, Palm Beach Affiliate - Strides for Education Run/Walk Past Event Chair