| Name | Title | Contact Details |
|---|---|---|
Kathy Wirt |
Interim Chief Product Officer | Profile |
Janel Valdez |
Human Resource Generalist | Profile |
Cassandra Roblin |
Director of Talent | Profile |
Blackstreet Capital Management is a Chevy Chase, MD-based company in the Financial Services sector.
TripleTree, LLC is a Minneapolis, MN-based company in the Financial Services sector.
ONSET Ventures is a Menlo Park, CA-based company in the Financial Services sector.
Matrix Funds Management is a Toronto, ON-based company in the Financial Services sector.
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments. Our team of experienced planners carefully evaluates our clients` personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together. The team`s areas of expertise include: • Estate planning • Business structures and business succession planning • Retirement planning • Investment planning • Insurance planning • Legacy planning • Charitable and philanthropic planning • Special needs planning For more infromation, call (954) 712-8000, visit www.provwealth.com or follow us on Facebook at Provenance Wealth Advisors and Twitter at @provwealth. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James 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 the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. Contact your local Raymond James office for information and availability.