Lisa Donelson - Email & Phone Number

Operations /Compliance Manager, RJFS Financial Advisor at Provenance Wealth Advisors

Lisa Donelson is based out of Miami-Fort Lauderdale Area and works at Provenance Wealth Advisors as Operations /Compliance Manager, RJFS Financial Advisor.

Lisa Donelson's Contact Information

Lisa Donelson's Work email

l*****@provwe***.com

Valid

Latest update

October 15, 2025

Location

Miami-Fort Lauderdale Area

Lisa's current employer

Provenance Wealth Advisors

Description

Website

provwealth.com

HQ Location

Fort Lauderdale, FL, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Provenance Wealth Advisors

Frequent questions about Lisa Donelson

What company is Lisa Donelson working for?

Lisa Donelson works for Provenance Wealth Advisors.

What is Lisa Donelson's function at Provenance Wealth Advisors?

Lisa Donelson is Operations /Compliance Manager, RJFS Financial Advisor at Provenance Wealth Advisors.

Where is Lisa Donelson based?

Lisa Donelson is based out of Miami-Fort Lauderdale Area.

What is Lisa Donelson's work email address?

Lisa Donelson's professional email address is l*****@provwe***.com

Who are Lisa Donelson's co-workers?

Lisa Donelson's colleagues are Eric Zeitlin, Scott Montgomery, William McKenna, Lee Hediger, Sean Deviney, Rob Weiss, Todd Moll, Carolina Rojas, Thomas Scanlan, Joseph Karl, Gail Smith, Kathleen Marteney, Jim Kunkel, Jessica Pendergraft, CFP®, Shane Phillips, Lauren Bernal, Brooke Martin, Stefan Pastor, Evan Dunayer, Morgan Hill, Jessica Pendergraft, Martha Swain, Oscar AAMS.

Lisa's co-workers

Eric Zeitlin

Chief Executive Officer

Scott Montgomery

Director, Financial Advisor, RJFS Financial Advisor

William McKenna

Regional Director, Director of Development and Recruiting

Lee Hediger

Founding Director and Financial Advisor

Sean Deviney

Director, Financial Advisor

Rob Weiss

Regional Director, PWA and Financial Advisor, RJFS

Todd Moll

Director and Chief Investment Officer

Carolina Rojas

Investment Associate at Provenance Wealth Advisors

Thomas Scanlan

Chief Compliance Officer

Joseph Karl

Chief Investment Strategist

Gail Smith

Compliance Specialist

Jessica Pendergraft, CFP®

Financial Planner

Shane Phillips

Portfolio Manager, Financial Advisor

Lauren Bernal

Senior Operations Associate

Brooke Martin

Underwriting Analyst

Stefan Pastor

RJFS Financial Advisor

Financial Planning Manager

Oscar AAMS

Financial Advisor

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