Provenance Wealth Advisors Included on InvestmentNews’ Best Places to Work for Financial Advisors in the USA

FT. LAUDERDALE, FL – March 1, 2024 – Provenance Wealth Advisors today announced that it has been named by InvestmentNews Magazine as one of the country’s Best Places to Work for Financial Advisors in the USA.

The program features a survey of all firm employees and completion of a questionnaire which asks questions about culture, leadership, career opportunities and work environment. It is a ranking of firms that go beyond offering attractive benefits and perks to create a workplace that empowers their employees to develop the right skills and strive to deliver the best possible guidance to clients.

“We are excited to be recognized as a leader for our collaborative culture and holistic approach,” said PWA Managing Director and Financial Advisor Eric Zeitlin. “Establishing a nurturing environment founded on prioritizing clients has been a defining feature of our firm since its establishment in 2000.”

Provenance Wealth Advisors has more than $3 billion in assets under advisement as of March 2024. The firm has a team of planners, financial advisors, insurance professionals and investment managers who work to bring all-inclusive thinking, creative solutions and valuable advice together to implement holistic financial plans that best serve our clients.

About Provenance Wealth Advisors

For more than 20 years, Provenance Wealth Advisors’ team has provided comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners.

PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Sarasota, Cincinnati and New York.

Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc.

Provenance Wealth Advisors financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your Provenance Wealth Advisors Financial Advisor for information and availability.

Source: Investment News “Best Places to Work for Financial Advisors in the USA”. The Best Places to Work for Financial Advisors program is a national program managed by Best Companies Group. The survey and recognition program are dedicated to identifying and recognizing the best employers in the financial advice/wealth management industry. The final list is based on the following criteria: must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one year, be based in the US, and must have a minimum of 15 full-time/part-time employees. The assessment process is compiled in a two-part process based on the findings of the employer benefits & policies questionnaire and the employee engagement & satisfaction survey. The results are analyzed and categorized according to 8 Core Focus Areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development and Resources, Pay and Benefits and Overall Engagement. Best Companies Group will survey up to 400 randomly selected employees in a company depending on company size. The two data sets are combined and analyzed to determine the rankings. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Provenance Securities nor any of its Financial Advisors pay a fee in exchange for this award. Investment News and/or Best Companies Group is not affiliated with Provenance Securities.

To learn more about Provenance Wealth Advisors financial planning services click here or contact us at info@provwealth.com

Posted on March 1, 2024