Todd Moll

About Todd Moll

Navigating wealth can be complex, but with the right guidance, it becomes an opportunity for growth, security, and peace of mind. For more than 30 years, successful individuals, families, and business owners have relied on our proven financial strategies to help them achieve their long-term goals.Whether planning for retirement, preserving generational wealth, or managing the financial intricacies of running a business, the right approach is never one-size-fits-all. Every financial journey is unique, and tailored strategies make all the difference. Through a deep understanding of financial markets, investment strategies, and estate planning, clients receive personalized solutions designed to align with their aspirations.This commitment to excellence has earned consistent recognition from major financial publications, with insights regularly featured in national and local media. Industry expertise, combined with a client-first approach, ensures that every financial plan is not just comprehensive but designed for long-term success.As a key executive at Provenance Wealth Advisors, the focus is on delivering an integrated, white-glove approach to wealth management—one that simplifies complexities and allows clients to focus on what matters most. Acting as a personal CFO, the team provides comprehensive guidance on income, estate, and investment planning, ensuring financial confidence at every stage of life.For those seeking a strategic partner in navigating their financial future, the right expertise and perspective can make all the difference.

Experience

1. Director

   Provenance Wealth Advisors

   Jan 2000 — Present · Miami, TX, US

   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.

Education

• Florida Atlantic University

  Bachelor's Degree, Finance, General

  1984 — 1989

Skills

• Asset Allocation
• Mutual Funds
• Portfolio Management
• Fixed Income
• Financial Advisory
• Finance
• Hedge Funds
• Financial Services
• Capital Markets
• Series 7
• Equities
• Etfs
• Series 63
• Investment Management
• Investments
• Investment Strategies
• Alternative Investments
• Private Equity
• Retirement Planning
• Finra
• Financial Analysis
• Retirement
• Strategic Financial Planning
• Securities
• Estate Planning
• Wealth Management Services
• Financial Planning
• Wealth
• Asset Management
• High Net Worth Individuals
• Financial Modeling
• Wealth Management
• Investment Advisory