Provenance Wealth Advisors


Provenance Wealth Advisors' team of experienced planners carefully evaluates the 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. Provenance Wealth Advisors understand the steps... Read more

Industries

Employees

11-50

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Eric P. Zeitlin
Co-Founder, CEO & Managing Director
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Todd A. Moll
Director, Chief Investment Officer & RJFS Financial Advisor
Thomas Scanlan
Chief Compliance Officer & COO
Jill Gedigian
Head of Insurance Services & Senior Business Manager
Sean Deviney
Director & RJFS Financial Advisor
William G. McKenna
Regional Director
Robert Mark Weiss
Regional Director
Oscar Castellanos
Financial Advisor
Kathleen G. Marteney
Financial Advisor
David Marshall
Financial Advisor
Ryan Whiteman
Financial Advisor