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 required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together.

Finance

Provenance Wealth Advisors

Eric P. Zeitlin

Melissa Mcgrath

Pedro Harth

Ryan Whiteman

Brendan T. Hayes

Sean Deviney

Lee F. Hediger

Todd A. Moll

Shane Phillips

Kathleen G. Marteney

Oscar Castellanos

Thomas Scanlan

Martha Swain

Marta Otero

Adrian Lorenzo

David L. Burg

David Marshall

Robert Mark Weiss

Melvin Perez

William G. McKenna

Scott Montgomery

Jill Gedigian

Rene Gonzalez

The Financial Services Team at Provenance Wealth Advisors is dedicated to delivering tailored financial solutions for clients. Comprising experts in retirement planning, investment analysis, and comprehensive financial advising, the team collaborates to assess each client's unique circumstances and aspirations. They guide clients through the intricate planning process, ensuring alignment of their personal and financial goals while navigating the complexities of wealth management.

Financial Services Team

Operations Team

Investment and Insurance Team

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Financial Services Team

About

Team members

Other teams at Provenance Wealth Advisors

Operations Team

Investment and Insurance Team

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Financial Services Team

About

Team members

Other teams at Provenance Wealth Advisors

Operations Team

Investment and Insurance Team

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