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Provenance Wealth Advisors Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Provenance Wealth Advisors delivers an integrated approach to estate, financial, business, and investment planning. The firm's planners evaluate clients' personal finances, business and family responsibilities, and both long- and short-term goals to shape a comprehensive life plan. Based in Fort Lauderdale, Florida, the firm serves individuals and business owners seeking guidance to navigate complex financial and risk environments through a broad range of planning services, including estate, retirement, investment, insurance, legacy, charitable, and special needs planning. Securities are offered through PWA Securities, LLC, with investment advisory services provided by Provenance Wealth Advisors, LLC, and custody through Raymond James & Associates. In April 2026, Provenance Wealth Advisors was named to the National Association of Plan Advisors' Top Defined Contribution Advisor Multi-Office Firm list.

Find Provenance Wealth Advisors employees' phone numbers or email addresses

Provenance Wealth Advisors Global Highlights

Location
Employees

North America
76

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  • United States Of America
    75
  • Canada
    1

Provenance Wealth Advisors's Leadership

  • Executive Director at Provenance Wealth Advisors
    C. C.
    Executive Director
    Mobile Phone
  • Director, Development at Provenance Wealth Advisors
    B. M.
    Director, Development
    Mobile Phone
  • Director, Tax Services at Provenance Wealth Advisors
    E. G.
    Director, Tax Services
    Mobile Phone
  • Marketing Manager at Provenance Wealth Advisors
    M. B.
    Marketing Manager
    Mobile Phone
  • Sr. Operations Manager at Provenance Wealth Advisors
    L. D.
    Sr. Operations Manager
    Mobile Phone
  • Senior Business Manager at Provenance Wealth Advisors
    M. E.
    Senior Business Manager
    Mobile Phone
  • Marketing Manager at Provenance Wealth Advisors
    N. V.
    Marketing Manager
    Mobile Phone
  • Marketing And Crm Manager at Provenance Wealth Advisors
    N. W.
    Marketing And Crm Manager
    Mobile Phone

Provenance Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Finance
  • Legal
  • Other
  • Consultant
  • Community & Social Services

Contact profiles from Provenance Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Executive Director at Provenance Wealth Advisors
    C. C.
    Executive Director
    Mobile Phone
    Canada, Ontario
    Mar 25, 2026
  • Director, Development at Provenance Wealth Advisors
    B. M.
    Director, Development
    Mobile Phone
    Jul 12, 2025
  • Director, Tax Services at Provenance Wealth Advisors
    E. G.
    Director, Tax Services
    Mobile Phone
    May 16, 2023
  • Marketing Manager at Provenance Wealth Advisors
    M. B.
    Marketing Manager
    Mobile Phone
    Aug 31, 2026
  • Sr. Operations Manager at Provenance Wealth Advisors
    L. D.
    Sr. Operations Manager
    Mobile Phone
    Jun 27, 2026
  • Senior Business Manager at Provenance Wealth Advisors
    M. E.
    Senior Business Manager
    Mobile Phone
    Jun 08, 2026
  • Marketing Manager at Provenance Wealth Advisors
    N. V.
    Marketing Manager
    Mobile Phone
    Aug 29, 2025
  • Marketing And Crm Manager at Provenance Wealth Advisors
    N. W.
    Marketing And Crm Manager
    Mobile Phone
    Oct 23, 2024
  • Portfolio Manager, Rjfs Financial Advisor at Provenance Wealth Advisors
    S. P.
    Portfolio Manager, Rjfs Financial Advisor
    Mobile Phone
    May 15, 2026
  • Senior Client Service Associate at Provenance Wealth Advisors
    D. S.
    Senior Client Service Associate
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Provenance Wealth Advisors known for?

Minus sign iconPlus sign iconProvenance Wealth Advisors was founded in 2000 and operates in the Financial Services industry. You can contact Provenance Wealth Advisors's 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?

Minus sign iconPlus sign iconProvenance Wealth Advisors employees' email format typically follows the pattern of FLast@provwealth.com. 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?

Minus sign iconPlus sign iconProvenance Wealth Advisors has approximately 56 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of August 2026, Provenance Wealth Advisors's key employees include:

  • Executive Director: C. C.
  • Director, Development: B. M.
  • Director, Tax Services: E. G.
  • Marketing Manager: M. B.
  • Sr. Operations Manager: L. D.

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