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Sarasota financial advisor

Robert Mark Weiss, CFA®

PWA Regional Director and RJFS Financial Advisor
rweiss@provwealth.com
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Experience:

Provenance Wealth Advisors Regional Director and Financial Advisor Robert Weiss has more than 30 years of experience in the investment and financial planning industries. He leverages his knowledge to help clients achieve their financial goals over the long term and customizes investment strategies. Robert pulls from Provenance Wealth Advisor’s powerful financial planning resources to deliver results for clients, and for the legacy they wish to leave to future generations. Always acting as a fiduciary, he emphasizes professionalism, full transparency, and personal client service.

Robert earned the designation of Chartered Financial Analyst (CFA) in 1987, after graduating from the University of Toronto with a B.A. in liberal arts and sciences. Prior to joining Provenance Wealth Advisors in 2018, he started his financial advisory practice in 2004 with A.G. Edwards and then Morgan Stanley in 2007. Earlier in his career he was an institutional trader of bond and currency futures and options with a primary focus on serving a client base of asset management firms, government agencies, insurance companies, and hedge funds.

Robert has a passion for community service, with a focus on mentoring young people in life and financial skills. Currently, he is a youth mentor with two local non-profits: Take Stock in Children and the Boys & Girls Club of Sarasota County. Prior to moving to Sarasota in 2015, he was a volunteer Emergency Medical Technician for fourteen years in Weston, CT. In addition, he is a director on the Foundation Board of the Boys & Girls Club of Sarasota County, and a former director of The Perlman Music Program/Suncoast.

Robert and his wife Joyce now live and work in Sarasota and have three adult children. They have traveled much of the world and hope to continue exploring new horizons, while contentedly having Sarasota as home base. His other interests revolve around family time, tennis and golf, cooking and dining with friends, and extensive non-fiction reading. Robert loves his work and plans on serving his clients while growing his practice for many years to come.

Client Focus

  • Business owners
  • Entrepreneurs
  • High-net-worth individuals
  • Multi-generational families

Specialized Strategies

  • Insurance strategies
  • Legacy plans and charitable giving
  • Long-term care insurance
  • Long-term investments
  • Wealth management

Check the background of this investment professional on BrokerCheck.


Education:

University of Toronto – Bachelor of Arts


Affiliations:

Chartered Financial Analyst (CFA®)

Series 3, 7, 24, 31, 63, 66 Licenses


Community:

Boys and Girls Club of Sarasota - Mentor, Member of Foundation Board

Take Stock in Children of Sarasota - Mentor

Perlman Music Program/Suncoast - Member of Board of Directors

Gulf Coast Community Foundation - Leadership Institute, Participant

Gulf Coast Community Foundation, Board Institute, Participant

Weston CT Volunteer EMS, Emergency Medical Technician 2001-2015