ProVise in the community
Sharing our time, talent and treasure with the communities we serve is an important part of who we are as individuals and a company.”
– V. Raymond Ferrara, CFP®, ProVise Management Group, Chair, CEO & Chief Compliance Officer
It’s not enough to say we believe in valuing people. At ProVise Management Group, we take action.
ProVise regularly invests in the Tampa Bay community to support community members in need. Our team is proud to be involved in several volunteer projects, corporate sponsorships and individual charitable giving efforts, including the names of organizations listed below.
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Amplify Clearwater Chamber of Commerce
Amplify Clearwater Chamber of Commerce
Baycare Health Systems
Baycare Health Systems
Directions for Living
Directions for Living
Morton Plant Mease Healthcare
Morton Plant Mease Healthcare
Morton Plant Mease Foundation
Morton Plant Mease Foundation
Hillsborough County Juvenile Detention Center
Hillsborough County Juvenile Detention Center
Hillsborough County Juvenile Detention Center helps rehabilitate at-risk youth and provides education and resources while in the detention center. As a member of the board of directors, Michelle Britnell, MBA, CPA, Chief Operations Officer, is committed to bringing direction and opportunity to at-risk youths.
Hillsborough County Faith Network
Hillsborough County Faith Network
The Hillsborough County Faith Network meets the spiritual hope and physical needs of their community. Michelle Britnell, MBA, CPA, Chief Operations Officer, is committed to reaching into the community as a devoted member of this organization.
Eckerd Connects
Eckerd Connects
Habitat for Humanity
Habitat for Humanity
Homeless Empowerment Project
Homeless Empowerment Project
Clearwater Marine Aquarium
Clearwater Marine Aquarium
Clearwater Marine Aquarium is home to Winter the Dolphin. Their mission is to preserve our environment while inspiring the human spirit through leadership in the rescue, rehabilitation, and release of marine life; environmental education; research; and conservation. Paul Auslander, CFP® serves as Vice-Chair on the Board of Directors.
Board of Certified Safety Professionals
Board of Certified Safety Professionals
ProVise Chair, CEO and CCO 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.
The Forman School
The Forman School
ProVise President Eric R. Ebbert, CFP® serves on the board of The Forman School, the nation’s first co-ed preparatory school for children with learning differences.
We support the following organizations through donations and involvement
Shriners Children’s Hospital
Shriners Children’s Hospital
Salvation Army
Salvation Army
Pancreatic Cancer Action Network
Pancreatic Cancer Action Network
PanCan’s mission is to save lives, by attacking pancreatic cancer on all fronts: research, clinical initiatives, patient services, and advocacy. Visit PanCan.org to learn more.
Alzheimer Association
Alzheimer Association
American Cancer Society
American Cancer Society
GLSEN
GLSEN
Boy Scouts of America
Boy Scouts of America
Cystic Fibrosis Foundation
Cystic Fibrosis Foundation
Ruth Eckerd Hall
Ruth Eckerd Hall
Tampa Bay Performing Arts (Straz)
Tampa Bay Performing Arts (Straz)
Tampa Theatre
Tampa Theatre
CharityWorks
CharityWorks
Florida Institute CPA
Florida Institute CPA
Cristo Rey Tampa Salesian High School
Cristo Rey Tampa Salesian High School
Cristo Rey Tampa Salesian High School provides college preparatory education coupled with a Corporate Work Study experience that prepares students from limited economic means to succeed to and through college and life.
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Protecting Generational Wealth: Key Tips for Securing a Lasting Legacy
Asset protection is one of the most important, if not the most important, financial planning areas for physicians. However, we’ve found that it isn’t a topic that gets enough coverage in the personal finance community and in today’s litigious environment, it is vital that you have an asset protection strategy.
Health Care Costs in Retirement: The Role of Medicare
As retirement approaches, many individuals embark on a journey to secure their financial well-being and health for the future. One critical aspect of this journey is navigating the complex landscape of healthcare and healthcare costs in retirement. Because Medicare plays a significant role, it’s crucial to understand its many aspects.
When Should Physicians Hire a Financial Advisor?
Physicians’ financial planning is unique, with typically a short time between finishing their training and when they step away from practicing medicine. Less time working compared to other professions generally leads to different rules to becoming financially independent. With such busy schedules of seeing patients and limited time to spare, a way that physicians can make sure they are on the right track and increase their odds of financial success is by hiring a financial advisor. But how do they know the right time to hire an advisor and partner with an expert?
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