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 required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together.

Finance

Provenance Wealth Advisors

Eric P. Zeitlin

Melissa Mcgrath

Pedro Harth

Ryan Whiteman

Brendan T. Hayes

Sean Deviney

Lee F. Hediger

Todd A. Moll

Shane Phillips

Kathleen G. Marteney

Oscar Castellanos

Thomas Scanlan

Martha Swain

Marta Otero

Adrian Lorenzo

David L. Burg

David Marshall

Robert Mark Weiss

Melvin Perez

William G. McKenna

Scott Montgomery

Jill Gedigian

Rene Gonzalez

The Leadership Team at Provenance Wealth Advisors guides the strategic direction of the firm, ensuring alignment with the company's mission of delivering tailored financial planning services. They oversee operations, compliance, and organizational effectiveness, fostering a culture of transparency and integrity while driving the implementation of innovative solutions that address clients' complex financial needs.

Leadership Team

Financial Services Team

Operations Team

Investment and Insurance Team

Leadership Team

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Team members

Other teams at Provenance Wealth Advisors

Financial Services Team

Operations Team

Investment and Insurance Team