Provenance Wealth advisors

Lee Hediger is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He is a co-founder of Provenance Wealth Advisors and has been involved with the firm since 2003. Outside of his advisory role, Hediger is the founder of The Veterans Trust, a nonprofit organization that supports veterans. Provenance Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and other business entities, managing relationships for nearly 3,000 clients with a team of 21 advisors. The firm offers personalized investment management and financial planning, utilizing written Investment Policy Statements and a range of asset types, including equities, bonds, and alternative investments.

Augusto De Luna is a financial advisor with Provenance Wealth Advisors, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Raymond James Financial Services, Inc. He is also the owner of Flat Six LLC, a business established to receive compensation from Provenance Wealth Advisors. Provenance Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and other business entities, managing relationships for nearly 3,000 clients through a team of 21 advisors and several billion dollars in assets. The firm offers personalized investment management and financial planning services, utilizing a range of securities and investment strategies tailored to client needs.

Eric Zeitlin is a financial advisor at Provenance Wealth Advisors with 32 years of industry experience. He holds a Series 63 designation and has worked previously at Raymond James Financial Services Advisors Inc. and PWA Securities, LLC. Outside of advising, he serves on the investment advisory committee for the Miami Foundation and is involved in several business ventures, including managing member roles and private investments. Provenance Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and business entities. The firm manages relationships for nearly 3,000 clients through a team of 21 advisors, offering personalized investment management and financial planning based on written Investment Policy Statements, utilizing a range of securities and strategies tailored to client needs.

Joseph Karl is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 license and 17 years of industry experience. He has worked at Provenance Wealth Advisors since 2012 and spent a decade at Raymond James Financial Services Advisors Inc. Karl serves as a board member for both the Leadership Broward Foundation and the Fort Lauderdale Chamber of Commerce. He is also involved with a self-directed investment club. Provenance Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and business entities, managing relationships for nearly 3,000 clients through a team of 21 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a personalized investment process based on written Investment Policy Statements and a range of asset types including equities, bonds, and alternative investments.

Todd Moll is a CFP® professional with 34 years of experience in financial advising. He is currently with Provenance Wealth Advisors and PWA Securities, LLC, where he has worked since 2013. Moll is also the owner and CEO of Todd A. Moll CFA PA and serves as director of ZYH Holdings LLC. Provenance Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and business entities, managing relationships with nearly 3,000 clients through a team of 21 advisors. The firm offers tailored portfolio management, financial planning, and consulting services, using a variety of investment vehicles and a personalized, IPS-driven approach.

Sean Deviney is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Raymond James Financial Services and PWA Securities, LLC. He serves as treasurer and board member for Memorial Joe DiMaggio Children's Hospital. Provenance Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and other business entities. The firm manages relationships for nearly 3,000 clients through a team of 21 advisors, offering portfolio management, financial planning, and retirement plan consulting with investment strategies tailored to written Investment Policy Statements.

Brendan Hayes is a financial advisor with Provenance Wealth Advisors who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Provenance Wealth Advisors in various capacities since 1997 and was previously affiliated with Raymond James Financial Services for ten years. In addition to his advisory role, he acts as an insurance agent. Provenance Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and other business entities, managing relationships for nearly 3,000 clients through a team of 21 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, employing personalized investment processes based on written Investment Policy Statements and a range of asset classes including equities, bonds, and alternative investments.

Scott Montgomery is a financial advisor at Provenance Wealth Advisors with 38 years of industry experience. He holds the ChFC® designation and securities registrations Series 63 and Series 65. His prior experience includes roles at Raymond James Financial Services Advisors and PWA Securities, LLC. Montgomery is also an insurance agent, selling various types of insurance products. Provenance Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and business entities. The firm manages relationships for nearly 3,000 clients through a team of about 21 advisors, offering personalized investment management and comprehensive financial planning with portfolios tailored through written Investment Policy Statements.

Thomas Scanlan is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and PWA Securities, LLC. He also works as a fixed insurance agent. Provenance Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and charitable organizations, managing assets through a team of 21 advisors. The firm employs a personalized investment process centered on written Investment Policy Statements and offers a range of portfolio management and consulting services with various account structures and investment strategies.

Ryan Whiteman is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at JPMorgan Securities LLC and Raymond James Financial Services. He is also associated with Tupeloaks Farm LLC, an entity created for tax reporting purposes related to his advisory activities. Provenance Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and business entities, managing relationships for nearly 3,000 clients through a team of 21 advisors. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a personalized investment process based on written Investment Policy Statements.

William Dahm is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Provenance Wealth Advisors and has prior experience at RBC Capital Markets, Citizens Securities, and eMoney Advisor. Provenance Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and business entities. The firm manages relationships for nearly 3,000 clients through a team of 21 advisors and offers a range of portfolio management and financial planning services with a personalized investment process based on written Investment Policy Statements.

Donna Santangelo is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 40 years of industry experience. She has worked with Provenance Wealth Advisors since 2017 and previously held roles at Raymond James Financial Services Advisors Inc. and PWA Securities, LLC. Provenance Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and other business entities, managing relationships for nearly 3,000 clients through a team of 21 advisors. The firm offers personalized investment management and financial planning services, utilizing written Investment Policy Statements and a range of investment vehicles including equities, ETFs, bonds, and alternative investments.

Shane Phillips is a financial advisor at Provenance Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Provenance Wealth Advisors since 2015, including affiliated roles at PWA Securities, LLC and Raymond James Financial Services. Provenance Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and other business entities, managing relationships for nearly 3,000 clients through a team of 21 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and portfolio consulting, utilizing a personalized investment process based on written Investment Policy Statements.

Martha Swain is a CFP® professional with 24 years of experience in financial advising. She has been with Provenance Wealth Advisors since 2010 and is also affiliated with PWA Securities, LLC. Prior to that, she worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc. for ten years. Provenance Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and other business entities. The firm emphasizes a personalized investment process guided by written Investment Policy Statements and offers a range of portfolio management and financial planning services.

William Mckenna is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently affiliated with Provenance Wealth Advisors and PWA Securities, LLC, and has previously worked with Raymond James Financial Services Advisors Inc. In addition to his advisory roles, he is involved in coaching financial planners and public speaking within the financial services industry, and he sells fixed insurance products including long-term care and disability insurance. Provenance Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and other business entities. The firm manages relationships for nearly 3,000 clients through a team of 21 advisors, offering personalized investment management based on written Investment Policy Statements and a range of portfolio solutions including equities, bonds, ETFs, and alternative investments.