Todd Moll Cfa, Cfp® Email & Phone Number

With an accomplished career that includes over 30 years of experience with an assortment of expertise in financial planning, investment advisory, and market analytics, I aim to help clients transition into a smooth and enjoyable journey throughout their financial lives. As a seasoned advisor and leader of my practice, I have guided individuals, families, and business owners in an assortment of situations, amassing broad proficiencies in navigating their goals and aspirations. My advisory work has received consecutive recognition by major financial publications and my industry opinions have been featured in both national and local press. Although many of my clients share similar financial destinations, everyone’s path is unique. I have the knowledge base, passion for his profession, empathy, and exceptional understanding of the industry to custom tailor every financial plan to fit each client, their families, and their unique circumstances.As a key executive and leader of Provenance Wealth Advisors, I know first-handhow business owners consistently struggle with the competing demands on their time.With my thorough knowledge of the financial complexities involved with managing a business,I draw on my own personal experience to work alongside business ownerclients to effectively navigate their finances, striving to help them thrive throughout theirfinancial journeys and various stages of life. As the personal CFO and financial concierge for clients, my team and I provide an integrated, white-glove approach to their income, estate, and investment needs.

Listed skills include Investment Advisory, Estate Planning, Asset Allocation, Wealth Management, and 29 others.

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  Director And Chief Investment Officer

  Provenance Wealth Advisors

  Jan 2000 - Present - Miami/Fort Lauderdale Area

  As an owner and key executive at Provenance Wealth Advisors, I specialize in helping families and business owners smoothly navigate their finances through a customized, coordinated financial planning experience tracked with our unique Standard of Care exercise.My services include:→ Business Continuity Planning→ Personalized Retirement and Investment Modeling→ Estate & Legacy Planning→ Insurance Planning and Coordination→ Tax-Smart Portfolio Design and Integration→ Charitable & Philanthropic GivingProvenance Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. and Provenance Wealth Advisors. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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  Florida Atlantic University

  Finance, General