Press Releases

Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Recognized by Barron’s


Posted on April 01, 2015

FT. LAUDERDALE, FL – April 1, 2015 – Provenance Wealth Advisors, an independent firm, today announced that Barron’s named the firm’s chief investment officer, Todd Moll, among the publication’s top investment advisors in the country.

Moll ranked within the top 1,200 in the nation and ranked No. 35 in Florida out of the 84 financial advisors that were recognized in the state. The annual list ranks professionals based on a range of factors, including assets under advisement, client service and compliance record.

PWA Managing Director Eric Zeitlin commented, “This recognition is an honor for our whole firm. Todd leads an outstanding team and is an integral part of our client service efforts. We are very proud.”

With more than 25 years of investment experience, Moll has been a director and chief investment officer of Provenance Wealth Advisors since 2001, where he oversees investment policy for the firm. He leads a team that supports the investment goals of the firm’s local and international clients, including entrepreneurs and their families, through a comprehensive range of estate planning, financial and investment advisory, insurance and business planning services. In 2015, the firm is celebrating its 15th anniversary and currently has more than $1.8 billion in assets under advisement.

About Provenance Wealth Advisors

Provenance Wealth Advisors provides comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners. The firm has been recognized as a leading advisory firm by Barron’s, Accounting Today and Financial Times.

PWA has offices in Miami, Ft. Lauderdale, Boca Raton, Fla. and Cincinnati.

 


Pin It on Pinterest