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MEET YOUR PROVISE TEAM

Our team at ProVise has decades of experience in helping hard workers like you to enjoy your lifestyle today and your retirement years tomorrow. For over 30 years, our clients have trusted us with their financial planning and financial assets.  

If you’re ready to begin living the life you want now and planning for your future retirement, it’s time to talk to a CFP® professional at ProVise. Contact us today to schedule your complimentary consultation.

Nancy Croy, CFP®

Executive Vice President

Debbi Shamley, CFP®, RSSA®

Financial Planner

Evelyn Sheridan, CFP®

Senior Financial Planner
Meet the Entire Team

STRAIGHT FROM THE SOURCE

Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.

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Clearwater

611 Druid Road East, Suite 105
Clearwater, FL 33756
Ph: 727-441-9022
Fx: 727-449-1625

Tampa*

4350 W. Cypress Street, Suite 225
Tampa, FL 33607
Ph: 813-405-4846
Fx: 813-415-3407
* This office is a branch of ProVise Management Group, LLC and not a branch of Kestra Advisory Services, LLC. Investment advisory services at this location are offered through ProVise Management Group, LLC.

800-633-3049

info@provise.com

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Check the background of ProVise on FINRA’s BrokerCheck
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS, or ProVise Management Group, LLC. Kestra IS and Kestra AS are affiliated with ProVise Management Group, LLC.

This site is published for residents of the United States only. Registered Representatives of Kestra IS, Investment Adviser Representatives of Kestra AS and Investment Adviser Representatives of PROVISE MANAGEMENT GROUP, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting Firms. For additional information, please contact our Compliance department at 737-443-2582.