As co-founder and managing director of Provenance Wealth Advisors (PWA), Eric Zeitlin has developed an exceptional process of integrating holistic financial planning solutions through a teamwork approach that leverages estate planning strategies and wealth preservation techniques. His extensive knowledge and diverse experience of wealth management, business succession, estate structuring and multi-generational planning has enabled clients to accumulate wealth, protect against risk and create a legacy.
Through a premier level of service involving trust, empathy and careful listening, Eric has developed many long-lasting, valued relationships. With a deep insight of his high-net worth clients’ unique circumstances and ultimate goals, he has helped business owners and entrepreneurs understand their financial challenges while presenting strategic, viable solutions to reach their business, investment and planning goals. He specializes in navigating complicated business and estate structures.
Eric studied at the University of Florida and earned a Bachelor of Science in Business Administration. He began his financial career with Cigna Financial Services and Sagemark Consulting. After which he successfully established, Provenance Wealth Advisors, a CPA-affiliated financial planning firm that started in South Florida and has since expanded to West Palm Beach, Sarasota, Cincinnati and New York. Under his leadership, the firm has accumulated more than $2 billion* in assets under advisement and has a collaborative team that is continuously focused on our client’s success.
Eric lives in Boca Raton, Florida, with his wife of 20 years and three daughters. Deeply committed to his community, he is passionate about helping others live a better life. As an active board member of the Dolphins Cancer Challenge and Take Stock in Children, Eric, along with his fellow PWA team, has supported research to fight against cancer and donates his time to helping disadvantaged students gain the opportunity to get a college education. His community service transcends to coaching youth sports. For nearly 10 years he has coached several basketball teams and takes pride in teaching essential team-building skills the players can carry through life. He also loves traveling with his family and enjoys the outdoors while cycling, boating or playing basketball with his kids.
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University of Florida – Bachelor of Science in Business Administration
Investment Advisor Representative of Provenance Wealth Registered Representative of Raymond James Financial Services, Inc.
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, Ex-Officio Executive Committee Member
Take Stock in Children, Palm Beach Affiliate - Strides for Education Run/ Walk Past Event Chair