About Us

About Us
Helping people make smart financial decisions at every stage of life

Meet the Team
Our team includes CFP® professionals and dedicated specialists

Locations
Personalized financial advice from our offices in Clearwater and Tampa, FL

Careers
Find your purpose at ProVise Management Group

Philanthropy
Our commitment to financial planning goes beyond our clients
Services

Financial Planning
Our mission is to help people make smart financial decisions at every stage of life

Wealth Management
Our team includes experienced CFP® professionals and dedicated specialists

Retirement Plan Consulting
Personalized financial advice from our offices in Tampa Bay & Clearwater, FL
Who We Serve

Couples Approaching Retirement
Make the most of what you've built

Families Building a Lasting Legacy
Preserve what matters most

High-Income Professionals
Turn progress into momentum

Businesses and Institutions
Strategic guidance for organizations
Resources

Insights
Timely insights from our team on financial planning and wealth management

Webinars
Learn directly from ProVise advisors about the financial topics that matter most

Podcasts
Each episode delivers candid conversations with industry leaders

Firm News
Stay informed with the latest updates and news from ProVise

Events
Our events are designed to provide thoughtful guidance and practical insights

ProVise Perspective$
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What is ESG Investing?

Webinar key takeaways:

What is ESG Investing? Ray Fererra, CFP®, and Daniel Mannix, CFA®, explain what Environmental Social and Governance (ESG) investing is and why investors and businesses are making it a priority in managing their portfolio.

Daniel Mannix, CFA® and Ray Ferrara, CFP® hosted a complimentary webinar to explain ESG investing and how ProVise is addressing this emerging and important trend.

About the Speakers

Ray Ferrara, CFP®

Founder and Executive Chair

Ray brings five decades of experience to ProVise. He is an Investment Adviser Representative, and a CERTIFIED FINANCIAL PLANNER® professional. Ray has served on the Board of Directors for CFP Board of Standards, Inc. (Chair 2014), the Financial Planning Association (FPA), Institute of Certified Financial Planners (ICFP), and National Advisor’s Trust Company (NATC).

Daniel Mannix, CFA®

Senior Portfolio Manager

Daniel joined ProVise with over 10 years of experience across various financial markets. He holds the Chartered Financial Analyst™ (CFA) designation as well as Series 7, 63, 86, and 87 FINRA securities licenses. He has a Bachelor’s of Science in Finance degree from the University of South Florida.

Do you have a question about this webinar?

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Talk with a ProVise Advisor

Start the conversation and see how our CFP® professionals can help guide your financial future.

What is ESG Investing?

Webinar key takeaways:

About the Speakers

Explore More of Our Webinars

40 Years of Financial Planning with Founder Ray Ferrara

Understanding Medicare: What You Need to Know Before Enrolling

2026 Market Outlook Webinar

Talk with a ProVise Advisor

Financial planning is not one big thing. It is hundreds of little things.

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