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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

  • Stylized image of a person
    C. C.
    Executive Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    Director, Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. G.
    Director, Tax Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Marketing Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. D.
    Sr. Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. E.
    Senior Business Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. V.
    Marketing Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. W.
    Marketing And Crm Manager
    Phone icon
    Mobile Phone

Provenance Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Finance
  • Legal
  • Other
  • Consultant

Contact profiles from Provenance Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. C.
    Executive Director
    Phone icon
    Mobile Phone
    CanadaOntario
    Mar 25, 2026
  • Stylized image of a person
    B. M.
    Director, Development
    Phone icon
    Mobile Phone
    Jul 12, 2025
  • Stylized image of a person
    E. G.
    Director, Tax Services
    Phone icon
    Mobile Phone
    May 16, 2023
  • Stylized image of a person
    M. B.
    Marketing Manager
    Phone icon
    Mobile Phone
    Mar 24, 2026
  • Stylized image of a person
    L. D.
    Sr. Operations Manager
    Phone icon
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    M. E.
    Senior Business Manager
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    N. V.
    Marketing Manager
    Phone icon
    Mobile Phone
    Aug 29, 2025
  • Stylized image of a person
    N. W.
    Marketing And Crm Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. P.
    Portfolio Manager, Rjfs Financial Advisor
    Phone icon
    Mobile Phone
    May 15, 2026
  • Stylized image of a person
    D. S.
    Senior Client Service Associate
    Phone icon
    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 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconProvenance 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?

Minus sign iconPlus sign iconProvenance Wealth Advisors has approximately 55 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 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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