Eric R. Ebbert, MBA, CFP®
Eric joined ProVise in 2000 after five years managing the financial assets of a Tampa entrepreneur and his family. He has experience in estate planning and charitable giving as well as managing equity and fixed income investment portfolios. A CERTIFIED FINANCIAL PLANNER™ professional, Eric also earned a Master’s in Business Administration from Duke University’s Fuqua School of Business and a BA in Economics from Hamilton College.
Eric presently serves on the board at The Forman School, a Connecticut college prep boarding school that teaches bright students who learn differently. He recently completed a term as a member of the Charles Schwab Advisor Services Advisory Board. He was a gubernatorial appointee and vice chairman of the District 6 Community Health Purchasing Alliance and a past member of the board of The Spring of Tampa Bay and The Community Foundation of Tampa Bay’s Professional Advisory Committee. He also completed the Leadership Tampa program.
Prior to entering the financial advisory field nearly two decades ago, Eric worked for IBM in San Francisco and Tampa, and was Sports Editor for a Connecticut newspaper. He and his wife, Blythe, live in Tampa with their two sons.