MIAMI, FL – Jan. 15, 2018 – Oscar Castellanos, AAMS, WMS, and Melvin Perez, CFP®, have joined Provenance Wealth Advisors as financial advisors based in the firm’s Miami office. Castellanos and Perez have nearly 40 years of collective experience. Both specialize in financial planning, portfolio management and estate planning for domestic and international clients.
“We are thrilled that Oscar and Melvin are joining our team,” said Eric Zeitlin, managing director of Provenance Wealth Advisors. “Their experience with international families and individuals will add firepower to our firm’s global focus.”
Castellanos and Perez were most recently vice presidents of Raymond James & Associates in the Coral Gables, Florida, branch.
They offer clients pension consulting and business succession planning services. Both are fluent bilingual in Spanish and English.
Castellanos holds a bachelor’s degree in business administration and management and operations from Columbia Southern University. He has a Wealth Management Specialist (WMS), Accredited Asset Management Specialist (AAMS), Series 7, 21, 63, 65, and Life, Health Variable Annuity and Long Term Care licenses.
Perez earned a bachelor’s degree in business administration from Florida International University and a Certificate in Financial Planning from Florida State University. He holds Series 7, 31, 63, 66, and Life, Health, Variable Annuity, and Long Term Care licenses.
Provenance Wealth Advisors provides 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, Cincinnati and New York City.
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James is not affiliated with Berkowitz Pollack Brant Advisors and Accountants.
Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Provenance Wealth Advisors and Raymond James Financial Services Advisors, Inc.
515 E. Las Olas Blvd, Ft. Lauderdale, FL 33301 (954) 712-8888.