ProVise in the community

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“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

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

Baycare Health Systems

Baycare Health Systems

Raymond Ferrara, CFP®, Chair, CEO, CCO, donates his time and expertise on the finance committee for BayCare Health Systems – one of the largest healthcare providers in Florida.

Directions for Living

Directions for Living

Directions for Living provides homeless families with stable housing, emotional support and resources to build better lives. Executive Vice President, Nancy Croy, CFP®, MBA is a proud board member of this organization.

Morton Plant Mease Healthcare

Morton Plant Mease Healthcare

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

Morton Plant Mease Foundation

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.

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

Eckerd Connects provides loving foster homes for children, and teaches job and life skills to teens and adults in the Pinellas community. Chairman of the board, Raymond Ferrara, CFP®, Chair, CEO, CCO, commits his time to helping build the community through this organization.

Habitat for Humanity

Habitat for Humanity

Habitat for Humanity helps to build and improve homes in order to help communities prosper. V. Raymond Ferrara, CFP®, Chair, CEO, CCO, is a member of the board of advisors for Habitat for Humanity.

Homeless Empowerment Project

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, and Nancy Croy, CFP®, MBA, Executive Vice President participate in the board of directors of this organization.

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

Shriners Children’s Hospital has provided advanced medical treatment to children for decades, as well provides housing for families of children needing long-term hospital care.

Salvation Army

Salvation Army

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

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

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

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

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

Boy Scouts of America

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

Cystic Fibrosis Foundation

Cystic Fibrosis Foundation

The Cystic Fibrosis Foundation is committed to finding treatments and providing support for patients who suffer from cystic fibrosis.

Ruth Eckerd Hall

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.

Tampa Bay Performing Arts (Straz)

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

Tampa Theatre

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

CharityWorks

CharityWorks

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

Florida Institute CPA

Florida Institute CPA

Florida Institute CPA is an organization that provides representation for Florida Certified Professional Accountants and holds each CPA to a certain value of standards within the community.

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.

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

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Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.

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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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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.

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