Shane Phillips - Email & Phone Number

Portfolio Manager, Financial Advisor at Provenance Wealth Advisors

Shane Phillips is based out of Miami-Fort Lauderdale Area and works at Provenance Wealth Advisors as Portfolio Manager, Financial Advisor.

Shane Phillips's Contact Information

Shane Phillips's Work email

s*****@provwe***.com

Valid

Latest update

June 9, 2026

Location

Miami-Fort Lauderdale Area

Shane'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 Shane Phillips

What company is Shane Phillips working for?

Shane Phillips works for Provenance Wealth Advisors.

What is Shane Phillips's function at Provenance Wealth Advisors?

Shane Phillips is Portfolio Manager, Financial Advisor at Provenance Wealth Advisors.

Where is Shane Phillips based?

Shane Phillips is based out of Miami-Fort Lauderdale Area.

What is Shane Phillips's work email address?

Shane Phillips's professional email address is s*****@provwe***.com

Who are Shane Phillips's co-workers?

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

Shane'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

Lisa Donelson

Operations /Compliance Manager, RJFS Financial Advisor

Thomas Scanlan

Chief Compliance Officer

Joseph Karl

Chief Investment Strategist

Gail Smith

Compliance Specialist

Jessica Pendergraft, CFP®

Financial Planner

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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