Raymond James Welcomes $100 Million Veteran Advisor from Morgan Stanley in Sarasota, Florida

Raymond James welcomed experienced financial advisor Robert Mark Weiss, CFA®, to Raymond James Financial Services (RJFS) – the firm’s independent broker/dealer – in Provenance Wealth Advisors’ Sarasota, Florida, office according to Todd Gartrell, Southeast regional director for RJFS.

“For some advisors, building an independent business is the best fit for them, their clients and their practice,” said Gartrell. “Rob is an exceptional financial advisor with more than three decades of financial services experience, and I’m pleased that he found the resources and support at Raymond James to be the most valuable as he grows his independent practice.”

Weiss joins Raymond James and Provenance Wealth Advisors (PWA), an independent practice aligned with the RJFS Independent Contractor Division and will be establishing PWA’s first office in Sarasota. He serves a variety of clients, including business owners, entrepreneurs, high-net-worth individuals and multi-generational families. Weiss previously managed more than $100 million in client assets while at his prior firm, Morgan Stanley.

Weiss added, “I was looking for more independence and control over the client experience. PWA and Raymond James offers comprehensive solutions that allow more independence and ownership of my practice. “I found the partnership with Provenance Wealth Advisors to be appealing because of the team’s holistic approach, its culture and its relationship with Raymond James. I’m excited to launch my independent practice and look forward to growing my business here.”

A Chartered Financial Analyst (CFA®), Weiss has been in the financial services industry for more than 35 years, with experience at multiple firms including T.D. Securities, Inc., A.G. Edwards and most recently Morgan Stanley. He earned his bachelor’s degree from the University of Toronto.

Managing Director of Provenance Wealth Advisors Eric Zeitlin added, “Rob is a terrific addition to our team.  His many years of experience will be valuable as we continue to expand in Florida with our new Sarasota office. His clients will have the opportunity to take advantage of our comprehensive planning services, which fit with his goals of serving them in a more holistic way.”

PWA provides comprehensive financial planning estate planning and insurance services to entrepreneurs, professionals and business owners. The firm has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Sarasota, Cincinnati and New York City.