What departments does Provista Wealth Advisors have?

Provista Wealth Advisors has employees across 1 departments including Finance.

What is the largest department at Provista Wealth Advisors?

The largest department at Provista Wealth Advisors is Finance with 5 employees.

Where are Provista Wealth Advisors employees located globally?

Provista Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Provista Wealth Advisors's team size changed over time?

Provista Wealth Advisors's team has grown from approximately 7 to 8 employees based on available data.

Provista Wealth Advisors Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Provista Wealth Advisors guide clients in the best financial plan for maximizing wealth to make the most impact in achieving goals for the people and causes they care about most. 

- Personalized, flexible financial planning that's focused on you: 
       We are focused on you, helping you reach your goals and leverage your wealth to have a lasting impact on what matters most. 

- High-touch advisory guidance for every step of your journey: 
       We care for you as we care for our families, helping you navigate every decision and walking with you each step of the way. 

- In-house specialists for a comprehensive approach: 
       From business owners to retirees, we bring a comprehensive team to help you make the best decisions for maximizing wealth. 

Our Core Values: 
1. Be Selfless 
2. Be Trustworthy 
3. Be Prudent 
4. Be Learning 
5. Be Caring 
6. Be Grateful 
7. Be a Partner

Find Provista Wealth Advisors employees' phone numbers or email addresses

Provista Wealth Advisors Global Highlights

North America
11

United States Of America
11

Provista Wealth Advisors's Leadership

J. P.
Partner And Director Of Financial Planning
Mobile Phone
Email
C. S.
Partner And Managing Director
Mobile Phone
Email
J. B.
Partner And Director Of Client Experience
Mobile Phone
Email
C. S.
Partner And Managing Director
Mobile Phone
Email
D. O.
Partner And Director Of Investment Strategy
Mobile Phone
Email
J. P.
Partner And Director Of Financial Planning
Mobile Phone
Email
D. O.
Director Of Investments
Mobile Phone
Email
B. L.
Principal | Financial Advisor
Mobile Phone
Email

Provista Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Provista Wealth Advisors

Name

Title

Contact Info

Location

Last Update

J. P.
Partner And Director Of Financial Planning
Mobile Phone
Email
United StatesSouth Carolina
Nov 15, 2025
C. S.
Partner And Managing Director
Mobile Phone
Email
United StatesSouth Carolina
Mar 27, 2026
J. B.
Partner And Director Of Client Experience
Mobile Phone
Email
United StatesSouth Carolina
Jan 27, 2026
C. S.
Partner And Managing Director
Mobile Phone
Email
Oct 23, 2024
D. O.
Partner And Director Of Investment Strategy
Mobile Phone
Email
United StatesSouth Carolina
Nov 20, 2024
J. P.
Partner And Director Of Financial Planning
Mobile Phone
Email
Jul 31, 2024
D. O.
Director Of Investments
Mobile Phone
Email
United StatesSouth Carolina
Oct 17, 2024
B. L.
Principal | Financial Advisor
Mobile Phone
Email
United StatesSouth Carolina
Mar 30, 2026
H. P.
Client Associate
Mobile Phone
Email
United StatesSouth Carolina
Nov 16, 2025
A. G.
Financial Advisor
Mobile Phone
Email
United StatesSouth Carolina
Mar 25, 2026

Frequently Asked Questions

What is Provista Wealth Advisors known for?

Provista Wealth Advisors operates in the Financial Services industry. The company's main headquarters is located in 40 West Broad Street Suite 510 Greenville, South Carolina 29601 United States. Explore Provista Wealth Advisors's company overview page for more information.

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

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

How many employees does Provista Wealth Advisors have currently?

Provista Wealth Advisors has approximately 9 employees as of March 2026. These team members are located across 1 continents, including North America.

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

As of March 2026, Provista Wealth Advisors's key employees include:

Partner And Director Of Financial Planning: J. P.
Partner And Managing Director: C. S.
Partner And Director Of Client Experience: J. B.
Partner And Managing Director: C. S.
Partner And Director Of Investment Strategy: D. O.

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