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 helped to establish a CPA-affiliated financial planning firm in South Florida and one of InvestmentNews’ Best Places to Work for Financial Advisors in 2019. 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.
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Source: Investment News “Best Places to Work for Financial Advisers”. The Best Places to Work for Financial Advisers program is a national program managed by Best Companies Group. The survey and recognition program are dedicated to identifying and recognizing the best employers in the financial advice/wealth management industry. The final list is based on the following criteria: must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one year and must have a minimum of 15 full-time/part-time employees. The assessment process is compiled in a two part process based on the findings of the employer benefits & policies questionnaire and the employee engagement & satisfaction survey. The results are analyzed and categorized according to 9 Core Focus Areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development and Resources, Pay and Benefits and Overall Engagement. Best Companies Group will survey up to 400 randomly selected employees in a company depending on company size. The two data sets are combined and analyzed to determine the rankings. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award.
Investment News and/or Best Companies Group is not affiliated with Raymond James.
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