Committed to Our Communities

Our commitment to financial planning goes beyond our clients—we believe in giving our time, resources, and professional knowledge to strengthen the communities where we live and work.

Organizations that reflect our values and make a meaningful difference in our community.

Amplify Clearwater Chamber of Commerce

Senior Financial Planner Susan Washburn, CFP®, JD, is devoted to empowering other women through the AchieveHERs program in the Clearwater Chamber of Commerce.

Morton Plant Mease Foundation

The Morton Plant Mease Foundation provides philanthropic support for the not-for-profit hospitals of Morton Plant Mease. Executive Vice President and Director of Retirement Plans, Jon Brethauer, CFP®, AIF®, CPFA, MBA, is a proud member of the board of directors.

USF Merrill Lynch Wealth Management Center Advisory Board

Daniel Mannix, CFA®, Principal and Senior Portfolio Manager, has served on the USF Merrill Lynch Wealth Management Center Advisory Board for five years. The Board guides the Student Managed Investment Fund and advances financial literacy across the community.

Homeless Empowerment Project

The Homeless Empowerment Project aims to break the cycle of homelessness by providing food, shelter, clothing and life skills to homeless and low-income families. Eric R. Ebbert, CFP®, MBA, President participates in the board of directors of this organization.

Board of Certified Safety Professionals

ProVise Founder and Executive Chair V. Raymond Ferrara serves on the Board of Certified Safety Professionals. BCSP is a not-for-profit corporation recognized as a leader in high-quality, accredited credentialing for safety, health, and environmental (SH&E) practitioners.

Morton Plant Mease Healthcare

Morton Plant Hospital provides immediate and critical healthcare services for patients in the Clearwater area. Raymond Ferrara, CFP®, Founder, Executive Chair, is a proud member of the board of directors.

We support the following organizations through donations and involvement.

Alzheimer Association

The Alzheimer Association is pioneering research for treatment and early detection of Alzheimer’s disease, as well as support for patients and family of patients who are diagnosed.

American Cancer Society

The American Cancer Society is the largest non-profit committed to cancer research and treatment in America, helping millions of patients find treatment and support over the decades.

GLSEN

The Gay Lesbian and Straight Anti-bullying campaign put on by GLSEN supports LGTBQ youth from unfair treatment and empowers these youths to let their voices be heard.

Boy Scouts of America

The Boy Scouts of America instills the values of community, leadership and service into young boys.

Ruth Eckerd Hall

Ruth Eckerd Hall brings art and theatre to the Clearwater area, as well as offers summer programs to foster the creative arts in children.

Salvation Army

The Salvation Army meets the tangible needs of the community by providing food, shelter, clothing and job skills.

Tampa General Hospital

Tampa General is one of Florida’s most comprehensive academic medical centers, dedicated to healing, teaching, and innovating to deliver world-class care to the Tampa Bay community.

Creative Pinellas

Creative Pinellas is Pinellas County’s designated arts agency, fostering a vibrant, inclusive arts community by connecting artists, organizations, and the public to cultural opportunities.

Skip Cline Society

The Skip Cline Society is a group of local professionals united in supporting pediatric programs and services at the not-for-profit hospitals of Morton Plant Mease.

Tampa Bay Performing Arts (Straz)

The Straz Center brings local and global talent to the Tampa theatre, as well as provides a variety of adult and youth classes in fine arts.

Tampa Theatre

The Tampa Theatre is a non-profit movie palace that brings art and culture to the historic downtown Tampa area.

CharityWorks

CharityWorks is a nonprofit that provides admin support services for 501(c)3 organizations.

Looking for a financial planning team that aligns with what matters most to you?

Whether you’re navigating a transition or simply looking for thoughtful guidance, we’re here to listen and explore how we can help.