Raymond James recently recruited a team of advisors operating as Provenance Wealth Advisors (PWA). Headquartered in Fort Lauderdale, Fla., the firm is led by owners Eric Zeitlin, Todd Moll, Lee Hediger and Scott Montgomery.
The advisors at PWA joined Raymond James from Walnut Street Securities Inc., where they managed more than $1 billion in client assets and had annual fees and commissions of more than $5.4 million.
Co-owners Moll, Zeitlin and Hediger founded PWA in 2000 and affiliated with Berkowitz Pollack Brant, a large regional CPA and consulting firm in South Florida. Montgomery joined as a director/owner a few years later.
The firm focuses on comprehensive financial planning and has additional offices in Miami, Boca Raton and Cincinnati.