Photo of Eric R. Ebbert, CFP®, MBA, CEO Eric R. Ebbert, CFP®, MBA, CEO May 07, 2022

Finding the right financial service provider can sometimes be difficult to navigate. If you’re in the Clearwater, Florida, area and in need of financial services, we’ve got your back. ProVise can proudly say it’s a financial services provider you should check out in Clearwater. One reason to check us out is the fantastic team of CERTIFIED FINANCIAL PLANNER™ professionals we have. Keep reading to learn more about our team and how they can help meet your unique financial needs.

4 of the ProVise financial advisors you should check out in Clearwater

  • Portfolio Manager, Daniel Mannix, CFA®— Portfolio manager Daniel conducted institutional equity research for seven years. He also has extensive experience in institutional sales and trading. Additionally, Daniel holds a Chartered Financial Analyst™ (CFA) designation as well as Series 7, 63, 86, and 87 FINRA securities licenses.
  • Retirement Plan Advisor, Tom Harrington, CFP®, AIF®, CRPS® — Tom, a retirement plan advisor, specializes in allocating investments and financial planning for retirement, and he has been doing so for over 20 years. His niche is working with ERISA-qualified retirement plans. 
  • Senior Financial Planner, Russell Campbell, CFP®, CIMA® — Russell is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst®. He has worked in the financial services field for over 25 years, and he has served individuals, businesses owners and institutions. Russell’s areas of expertise include retirement, investment and estate planning analysis.
  • Senior Financial Planner, Sandy Risgaard, CFP® — Sandy, a senior financial planner, focuses on getting to know each client’s financial goals and their vision for the future as best she can. She creates detailed plans to help them reach their goals, allocate their assets, and mitigate tax impacts, and she has been doing so for 20 years. Sandy is a holistic financial planner. She works with her clients through major life events, adapting as necessary.

Each of these financial advisors is well qualified and well equipped to help you with your planning needs, wealth management and whatever else you may need.

Talk to a ProVise CFP® professional about financial planning services in Clearwater

At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about financial planning services in Clearwater? Contact ProVise today to schedule a complimentary consultation.