ProVise Ranked Top Local Investment Firms

Written by ProVise Management

On June 15, 2020

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ProVise Management Group Ranked Among Top Local Investment Firms

New Tampa Bay Business Journal list lands ProVise at No. 5 in ranking by AUM

 

CLEARWATER, Fla. June 15, 2020 ProVise Management Group, a Clearwater-headquartered financial planning and investment management firm, has been recognized as one of the Tampa Bay area’s top investment services firms by the Tampa Bay Business Journal.

In a list of firms ranked by assets under management in offices based locally, the publication included ProVise at No. 5 with $1.245 billion. ProVise’s inclusion on the list is just the latest of many for the firm, which has repeatedly garnered recognition from the Tampa Bay Business Journal and other local and industry outlets for its work.

“We take great pride in being headquartered in the Tampa Bay area, and we’re ecstatic to once again be included in a list of the top local investment firms,” said V. Raymond Ferrara, a CERTIFIED FINANCIAL PLANNER™ certificant, and Chair, Chief Compliance Officer and Chief Executive Officer of ProVise. “We’ve experienced tremendous growth in recent years, both with the opening of a new office and the addition of new professionals to our organization, and we’re looking forward to what the future has in store.”

As part of its compilation, the Tampa Bay Business Journal reviewed assets under management figures from firms throughout its coverage area across west and central Florida, which includes Hernando, Hillsborough, Manatee, Pasco, Pinellas, Polk and Sarasota counties.

Working with more than 1,100 clients in over 30 states, ProVise specializes in all aspects of financial planning, including wealth planning, retirement planning, portfolio construction, philanthropic and charitable giving, and estate and trust planning.

The first ProVise office opened more than 30 years ago in Clearwater, where its flagship location still stands. In November 2018, the firm expanded its presence by adding a second office locally in Tampa’s Westshore District.

For more information on ProVise and the financial planning services the firm offers, visit ProVise.com.

Media Contact:
Josh Hall, Sage & Sterling Communications
Phone: 813-884-9333
Email: josh@sageandsterling.com

About ProVise Management Group
For over three decades, the ProVise culture has been to put the client first. From our Clearwater and Tampa offices, we serve more than 1,100 clients in over 30 states who entrust us with their financial lives. We focus on the personal aspects of financial planning as much as the numbers. Our knowledge and experience, combined with a thorough understanding of our clients’ goals, resources, time horizon and risk tolerance, allows us a holistic perspective to provide independent, unbiased support and fiduciary advice. The firm has $1.245 billion in assets under management.

 

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