Provenance Wealth Advisors
Provenance Wealth Advisors Regional Director and Financial Advisor Robert Weiss has more than 30 years of experience in the investment and financial planning industries. He leverages his knowledge to help clients achieve their financial goals over the long term and customizes investment strategies. Robert pulls from Provenance Wealth Advisor’s powerful financial planning resources to deliver results for clients, and for the legacy they wish to leave to future generations. Always acting as a fiduciary, he emphasizes professionalism, full transparency, and personal client service.
Robert earned the designation of Chartered Financial Analyst (CFA) in 1987, after graduating from the University of Toronto with a B.A. in liberal arts and sciences. Prior to joining Provenance Wealth Advisors in 2018, he started his financial advisory practice in 2004 with A.G. Edwards and then Morgan Stanley in 2007. Earlier in his career he was an institutional trader of bond and currency futures and options with a primary focus on serving a client base of asset management firms, government agencies, insurance companies, and hedge funds.
This person is not in any teams
This person is not in any offices
Provenance Wealth Advisors
Provenance Wealth Advisors' team of experienced planners carefully evaluates the 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. Provenance Wealth Advisors 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.