Provenance Wealth Advisors Employee Directory

Financial ServicesFlorida, United States51-200 Employees

The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments.

Our team of experienced planners carefully evaluates our clients’ personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals.

Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together.

Areas of expertise include:
• Estate planning
• Business structures and business succession planning
• Retirement planning
• Investment planning
• Insurance planning
• Legacy planning
• Charitable and philanthropic planning
• Special needs planning

For more information, call (954) 712-8000, visit www.provwealth.com or follow us on Facebook at Provenance Wealth Advisors and Twitter at @provwealth.

Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc.

Provenance Wealth Advisors does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals.

Provenance Wealth Advisors financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States.

Find Provenance Wealth Advisors employees' phone numbers or email addresses

Provenance Wealth Advisors Global Highlights

North America
90

United States Of America
89
Canada
1

Europe
1

Portugal
1

Provenance Wealth Advisors's Leadership

E. Z.
Chief Executive Officer
Mobile Phone
Email
T. J. S.
Chief Operating Officer/Chief Compliance Officer
Mobile Phone
Email
J. K.
Chief Investment Strategist
Mobile Phone
Email
A. H.
President
Mobile Phone
Email
R. A. B.
Chairman Of The Board
Mobile Phone
Email
S. D.
Director / President, Financial Advisor
Mobile Phone
Email
T. M.
Director And Chief Investment Officer
Mobile Phone
Email
C. C.
Executive Director
Mobile Phone
Email

Contact profiles from Provenance Wealth Advisors

Name

Title

Contact Info

Location

Last Update

A. H.
President
Mobile Phone
Email
United StatesFlorida
Aug 30, 2024
E. Z.
Chief Executive Officer
Mobile Phone
Email
United StatesFlorida
Nov 12, 2024
R. A. B.
Chairman Of The Board
Mobile Phone
Email
United StatesFlorida
Nov 25, 2024
S. D.
Director / President, Financial Advisor
Mobile Phone
Email
United StatesFlorida
Nov 12, 2024
T. J. S.
Chief Operating Officer/Chief Compliance Officer
Mobile Phone
Email
United StatesFlorida
Nov 12, 2024
T. M.
Director And Chief Investment Officer
Mobile Phone
Email
United StatesFlorida
Nov 12, 2024
J. K.
Chief Investment Strategist
Mobile Phone
Email
United StatesFlorida
Nov 12, 2024
C. C.
Executive Director
Mobile Phone
Email
CanadaOntario
Nov 19, 2024
E. G.
Director, Tax Services
Mobile Phone
Email
May 16, 2023
L. H.
Director
Mobile Phone
Email
United StatesFlorida
Oct 23, 2024

Frequently Asked Questions

What is Provenance Wealth Advisors known for?

Provenance Wealth Advisors was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 200 E Las Olas Blvd Nineteenth Floor Fort Lauderdale, Florida 33301 US; you can contact the main corporate office by phone at

+1-561-361-****

. Explore Provenance Wealth Advisors's company overview page for more information.

What is Provenance Wealth Advisors's most common email format?

Provenance Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Provenance Wealth Advisors email formats with LeadIQ.

How many employees does Provenance Wealth Advisors have currently?

Provenance Wealth Advisors has approximately 53 employees as of November 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are Provenance Wealth Advisors's key employees and leadership?

As of November 2024, Provenance Wealth Advisors's key employees include:

Chief Executive Officer: E. Z.
Chief Operating Officer/Chief Compliance Officer: T. J. S.
Chief Investment Strategist: J. K.
President: A. H.
Chairman Of The Board: R. A. B.

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