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Financial Advisor Adrian Lorenzo has more than two decades of experience servicing clients throughout each phase of their financial life cycle. Adrian provides personalized retirement planning that includes guiding individuals with 401k, IRA and IRA Rollover planning, investment selection, life insurance, long term care, including stocks, mutual funds, bonds, annuities, employee stock benefit programs including 10b5-1 Plans for corporations, in addition to establishing company retirement plans.

Adrian graduated with a bachelor’s degree in Finance and International Business from Florida International University. He has earned the industry designations of Chartered Retirement Plans Specialist (CRPS®), Accredited Domestic Partnership Advisor (ADPA®), Retirement Income Certified Professional (RICP®), and is licensed in the state of Florida as a mortgage loan originator. Before joining Provenance Wealth Advisors, Adrian was vice-president – investments with Wells Fargo Advisors and started his career as a financial advisor with Morgan Stanley.