Todd Moll CFA, CFP®, AIF in

Todd Moll CFA, CFP®, AIF

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Director at Provenance Wealth Advisors
📍 Fort Lauderdale, Florida, United States

Todd Moll is a nationally recognized Director at Provenance Wealth Advisors with over 30 years of experience in collaborative financial planning. He holds CFA and CFP® designations and earned his Bachelors Degree from Florida Atlantic University. He specializes in serving families and business owners, focusing on continuity and retirement modeling.

Outside of his primary role, Todd shows a keen interest in economic trends, regularly sharing market updates. He also collaborates with other professionals to host informational webinars on topics like the financial implications of relocating to Florida and specific IRA conversion strategies, indicating a passion for financial education.

Unique fact: Todd is the former Chief Investment Officer (CIO) for a Registered Investment Advisor (RIA) firm with $4. 5 billion in assets.

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Experience
26 Years
Current Role
Director
Job Level
Mid-senior
Location
Fort Lauderdale, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Todd cares about

Collaborative Financial Planning
His entire professional focus is on strengthening CPA-client relationships through expert, coordinated financial strategies for families and business owners.
Florida Relocation
He co-hosts webinars with legal experts discussing the key financial and residency considerations for individuals and families considering a move to Florida.
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Career

Work history

1-2000
Director
Provenance Wealth Advisors
In the press

Media appearances

Provenance Wealth Advisors' Chief Investment Officer Todd Moll Recognized by the Financial Times. Featured in BPB CPA
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Provenance Wealth Advisors' Chief Investment Officer Todd Moll Recognized Again by Barron's for Eighth Consecutive Year. Featured in BPB CPA
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Education
1984 - 1989
Bachelor's Degree
Florida Atlantic University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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