Our Teams

Client Service Team

• 
  Jill Gedigian
  PWA Head of Insurance Services and Senior Business Manager
  954-712-8890
• 
  Rene Gonzalez
  Senior Executive Assistant
  954-712-7075

Client Service Team

• 
  Jill Gedigian
  PWA Head of Insurance Services and Senior Business Manager
  954-712-8890
• 
  Rene Gonzalez
  Senior Executive Assistant
  954-712-7075

Experience:

As co-founder and managing director of Provenance Wealth Advisors (PWA), Eric Zeitlin has developed an exceptional process of integrating holistic financial planning solutions through a teamwork approach that leverages estate planning strategies and wealth preservation techniques. His extensive knowledge and diverse experience of wealth management, business succession, estate structuring and multi-generational planning has enabled clients to accumulate wealth, protect against risk and create a legacy.

Through a premier level of service involving trust, empathy and careful listening, Eric has developed many long-lasting, valued relationships. With a deep insight of his high-net worth clients’ unique circumstances and ultimate goals, he has helped business owners and entrepreneurs understand their financial challenges while presenting strategic, viable solutions to reach their business, investment and planning goals. He specializes in navigating complicated business and estate structures.

Eric studied at the University of Florida and earned a Bachelor of Science in Finance. He began his financial career with Cigna Financial Services and Sagemark Consulting. After which he successfully established, Provenance Wealth Advisors, a CPA-affiliated financial planning firm that started in South Florida and has since expanded to West Palm Beach, Sarasota, Cincinnati and New York. Under his leadership, the firm has accumulated more than $3 billion* in assets under advisement and has a collaborative team that is continuously focused on our client’s success.

Eric lives in Boca Raton, Florida, with his wife of 20 years and three daughters. Deeply committed to his community, he is passionate about helping others live a better life. As an active board member of the Dolphins Cancer Challenge, Eric, along with his fellow PWA team, has supported research to fight against cancer . His community service transcends to coaching youth sports. For nearly 10 years he had coached several basketball teams and takes pride in teaching essential team-building skills the players can carry through life. He also loves traveling with his family and enjoys the outdoors while cycling, boating or playing basketball with his kids.

Client Focus:

• Business owners
• Entrepreneurs
• International citizens
• Multi-generational families

Specialized Strategies:

• Business succession
• Estate structuring
• Family wealth transfer
• Multi-generational planning
• Wealth management

Check the background of this investment professional on FINRA’s BrokerCheck.

Click here to view Eric P. Zeitlin’s articles.

PWA Securities, LLC and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

* As of April 6, 2023

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