Joseph Karl

Chief Investment Strategist & Rjfs Financial Advisor at Provenance Wealth Advisors LLC

Joseph Karl

Joseph Karl

Chief Investment Strategist & Rjfs Financial Advisor at Provenance Wealth Advisors LLC

Biography

Experience:

Joseph Karl is chief investment strategist and co-chair of the investment committee at Provenance Wealth Advisors. He is responsible for leading the firm’s research team and evaluating macroeconomic and market conditions which shape the views of the investment committee and the positioning of the firm’s discretionary portfolios.

Joseph also combines his investment and research skills to develop and implement a customized investment plan for high-net-worth clients. He uses a holistic financial planning approach, taking into consideration all aspects of clients’ financial resources to develop custom-tailored investment strategies to most efficiently meet their goals and objectives. His diligent research abilities and extensive investment experience provide deep insight when serving a diverse array of high-net-worth individuals, business owners, entrepreneurs and multi-generational families.

Joseph graduated with a Bachelor of Arts in Economics from Wittenberg University and is a Chartered Financial Analyst® charter holder. He moved to Fort Lauderdale in 2012 to continue his career as an investment strategist and financial advisor. He is active in the community and is a mentor for Take Stock in Children, where he focuses his time in the development and educational success of his mentees. Joseph is a co-host of the Relatable Finance podcast, where he and co-host Shane Phillips share investment and personal finance strategies with listeners.

Client Focus

* Business Owners
* Entrepreneurs
* High-Net-Worth Individuals and Families
* Multi-Generational Families

Specialized Strategies

* Estate Structuring
* Investment Planning
* Market Analysis



Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.


Education:

Wittenberg University – Bachelor of Science in Economics


Affiliations:

Chartered Financial Analyst®

Investment Advisor Representative of Provenance Wealth Advisors

Registered Representative of Raymond James

State of Florida Life, Health and Annuity

Overview
RelSci Relationships

31

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Director & Chief Investment Officer at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Director & Rjfs Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Head of Retirement Plan Consulting & Rjfs Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Head of Insurance Services & Senior Business Manager at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Chief Executive Officer, Managing Director & Rjfs Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Regional Director & Rjfs Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Certified Public Accountant & Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

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Joseph Karl
Chief Investment Strategist & Rjfs Financial Advisor at Provenance Wealth Advisors LLC
Career History
Chief Investment Strategist & Rjfs Financial Advisor
Current

Provenance Wealth Advisors LLC is an American private company located in Fort Lauderdale, FL. The firm provides investment advice.

Other Affiliations

Joseph Karl is affiliated with Provenance Wealth Advisors LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Joseph Karl. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Joseph Karl's profile does not indicate a business or promotional relationship of any kind between RelSci and Joseph Karl.