Our Teams

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Client Service Team

Megan Edelson

PWA Senior Business Manager and Investment Staff Manager
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Client Service Team


Megan Edelson has been a member of the Provenance Wealth Advisors team for nearly 15 years. In her role, she supports the Chief Investment Officer in the day-to-day operations of the firm’s Investment Unit.  Edelson holds a Florida Life and Health license and a Series 7 license. She earned a bachelor’s degree from Florida Atlantic University in Boca Raton, Fla.