People Moves

Raymond James Recruits Provenance Wealth Advisors In Florida

Natasha Taghavi Reporter 18 October 2013

Raymond James Recruits Provenance Wealth Advisors In Florida

Raymond James has recruited the firm Provenance Wealth Advisors - consisting of 10 advisors and 14 registered associates - in Fort Lauderdale, FL.

The team is led by owners Eric Zeitlin, Todd Moll, Lee Hediger and Scott Montgomery.

The team joined Raymond James from Walnut Street Securities, where they managed more than $1 billion in client assets and had annual fees and commissions of over $5.4 million.

 Co-owners Moll, Zeitlin and Hediger founded PWA in 2000 as an affiliated firm with Berkowitz Pollack Brant, a regional CPA and consulting firm in South Florida. Montgomery joined as a director/owner a few years later.

PWA has offices in Miami, Fort Lauderdale, Boca Raton and Cincinnati. 

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