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Todd A. Moll, CFP®, CFA

Director and Chief Investment Officer


tmoll@provwealth.com
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Experience:

Todd Moll is the director and chief investment officer for Provenance Wealth Advisors. He has more  than 25 years of experience in financial services and investment management and  incorporates his broad knowledge of financial planning matters into clients’ investment strategies.

As the firm’s chief investment officer, Moll heads the investment committee and investment research team as well as leads the investment advisory division. He places strong emphasis on forward-thinking investment and planning strategies.

Moll has been quoted in several publications, including The Sun-Sentinel, Forbes.com, US News and World Report, The Suit Magazine and the SEI Professional Business Journal. In addition, he was named one of the top financial advisors in the United States by both Barrons and Financial Times (US edition) in 2015 and 2016.

Check the background of this investment professional on FINRA’s BrokerCheck.


Education:

Florida Atlantic University – Bachelor of Science in Finance

CFA-Chartered Financial Analyst

CFP®


Affiliations:

CFA Institute - Chartered Financial Analyst (CFA)

CFP®

Investment Advisor Representative of Provenance Wealth Advisors

Registered Representative of Raymond James


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