V. Raymond Ferrara, CFP®

Chairman
Chief Executive Officer

 

Ray brings four decades of experience to ProVise. He holds a Series 24 FINRA General Securities Principal License; he is an Investment Adviser Representative, and a CERTIFIED FINANCIAL PLANNER™professional. Ray has served on the Board of Directors for CFP Board of Standards, Inc. (Chair 2014), the Financial Planning Association (FPA), Institute of Certified Financial Planners (ICFP) and National Advisor’s Trust Company (NATC). He is active in the community and serves on the Board of Directors of Eckerd Youth Alternatives, Morton Plant Mease Healthcare, BayCare Health System, and the University of Maryland College Park Foundation, and has served on the Board of Directors for the West Central Florida Council Boy Scouts of America and the Clearwater Regional Chamber of Commerce. Ray was recently appointed as a Public Member of the Board of Certified Safety Professionals.

He has been a featured speaker for many organizations, as well as at business conferences throughout the United States. For over 10 years, he hosted radio’s “Talking Money” and authored several articles, videos, and CDs on various financial topics including living trusts, IRAs, college financial aid, asset protection, estate planning, and Section 529 plans. Ray has been quoted in numerous publications, including The Wall Street Journal; The New York Times; USA TODAY; Bloomberg News; Investor Business Daily; Tampa Bay Times; and Business Week.

Ray was featured as one of America’s best financial planners in the book Secrets of the Wealth Makers. He was a recipient of the P. Kemp Fain Jr. Award in 2016 by the Financial Planning Association for his qualities and contributions that demonstrated superior professionalism and the Lifetime Achievement Award in 2005 given by the Tampa Bay Chapter of the FPA. He lives in Belleair with his wife, Kim.