Provenance Wealth Advisors’ Chief Investment Officer Todd Moll Recognized by Financial Times
Posted on April 09, 2015
FT. LAUDERDALE, FL – April 7, 2015 – Provenance Wealth Advisors, an independent firm, today announced that the firm’s chief investment officer, Todd Moll, was named to Financial Time’s annual list of the top 400 financial advisors in the country.
The list ranks advisors with at least 10 years of experience and uses a combination of brokerage data, survey responses, assets under advisement growth rate and other factors.
“Todd has done a great job leading his team and we view this recognition as am honor for the firm,” commented PWA Managing Director Eric Zeitlin. “To surpass $1.8 billion in assets under advisement in just 15 years is a testament to the focus that Todd and our group place on serving clients’ needs. “
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.
About Provenance Wealth Advisors
For 15 years Provenance Wealth Advisors has provided 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.