About - Relatable Finance

Shane Phillips, CFA, CAIA, CFP ®
Portfolio Manager PWA
Financial Advisor
Co-Host

Shane Phillips, CFA, CAIA, CFP ® , is a portfolio manager with Provenance Wealth Advisors (PWA), a nationally recognized estate planning and financial advisory firm with offices in Florida, New York and Ohio.

Shane joined PWA in 2014 with experience in portfolio construction, asset-manager research and investment market analysis. He serves on the firm’s investment committee and research team, helping to direct asset allocation and manager selection, while also working directly with clients and helping them reach their financial goals. After witnessing how investment management plays only one part in the comprehensive financial planning process, he earned the Certified Financial Planner (CFP®) designation in 2017 to more fully round-out his skill set. He works with a wide variety of PWA clients, including up-and-coming young professionals, entrepreneurs/business owners and retirees spending down their lifetime savings.

Previously, Shane worked as a financial analyst in the Merrill Lynch Private Banking and Investment group and as a portfolio analyst in the Asset Manager Research group for Robert W. Baird. He is a Chartered Financial Analyst (CFA) charterholder, Chartered Alternative Investment Analyst and a CERTIFIED FINANCIAL PLANNER ™ professional, and he holds a bachelor’s degree in personal finance from the University of Wisconsin, where he was a member of the football team during his freshman year.

Having lived most of his life through long and cold Wisconsin winters, Shane now stays active enjoying the amazing Miami weather and playing in his weekly basketball league.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Evan Dunayer, CPA, CFP ®
Investment Analyst, PWA
Financial Advisor
Co-Host

Evan Dunayer joined Provenance Wealth Advisors as an analyst in 2022. He is responsible for researching and evaluating market trends, asset classes, and economic data to guide informed investment decisions. By providing in-depth analysis and insights, he helps develop strategies tailored to meet our clients’ financial goals and risk profiles.

A graduate of The University of Central Florida, he earned a master’s degree in accounting and a bachelor’s degree in business administration. While in school Evan was a graduate teaching assistant for the legal and ethical environment of business. Previously, he was an audit and assurance associate at a global accounting firm. Evan is a licensed CPA and holds the CERTIFIED FINANCIAL PLANNER (CFP®) designation.

Originally from Tampa, Evan currently resides in Fort Lauderdale and enjoys his time on the beach. He is passionate about health and wellness and staying active.

Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc.

Provenance Wealth Advisors does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals.

Provenance Wealth Advisors financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your Provenance Wealth Advisors Financial Advisor for information and availability.

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