Provenance Wealth Advisors
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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
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Eric P. Zeitlin
Co-Founder, CEO & Managing Director
Eric P. Zeitlin
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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
Lee F. Hediger
Director
Scott Montgomery
Director
Sean Deviney
Director & RJFS Financial Advisor
William G. McKenna
Regional Director
Robert Mark Weiss
Regional Director
Shane Phillips
Senior Portfolio Manager & RJFS Financial Advisor
Martha Swain
Financial Planning Manager
Oscar Castellanos
Financial Advisor
Kathleen G. Marteney
Financial Advisor
Melvin Perez
Financial Advisor
David Marshall
Financial Advisor
David L. Burg
Financial Advisor
Adrian Lorenzo
Financial Advisor
Ryan Whiteman
Financial Advisor
Brendan T. Hayes
Financial Planner
Pedro Harth
Financial Advisor
Marta Otero
Investment Executive
Rene Gonzalez
Executive Assistant
Melissa Mcgrath
Accounting Manager
