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AMPLIFY CLW/13th brings you V. Raymond Ferrara, CFP®, CEO of Provise Management Group, LLC

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Вміст надано 13th Ave Media. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією 13th Ave Media або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

Welcome to the 33rd episode of Amplify Clearwater Show, powered by 13th Ave Media! We are very excited to take you on a journey to learn more about all of the incredible businesses, nonprofits, and community leaders. In this episode, we are featuring V. Raymond Ferrara, CFP®, CEO of Provise Management Group, LLC.

Ray is Chairman and CEO of ProVise Management Group, LLC located in Clearwater, Florida, a full- service financial planning firm which is a Registered Investment Advisor with the Securities and Exchange Commission. ProVise is one of the largest financial planning firms in the country and manages approximately $1.6 billion as of December 31, 2020. Additionally, Ray is a Certified Financial Planner TM (CFP®). He served on the Board of Directors for the CFP Board of Standards, Inc. and was Chair of the Board in 2014. Ray also served on the Board of Directors for the Financial Planning Association (FPA), National Advisor’s Trust Company (NATC), and as a Board observer for National Financial Partners, Inc. as well as numerous community boards. He currently serves on the Board of Certified Safety Professionals as their public member. Ray has spoken to many public and civic organizations and business conferences throughout the United States. He has been quoted in numerous publications, including USA Today, New York Times, Wall Street Journal, Barron’s, Tampa Bay Times, and Business Week. He has appeared on radio and television, speaking in his easily understood language with his relaxed, informal approach. For over ten years, he hosted radio’s "Talking MoneyTM." He has authored articles on numerous financial topics. Ray was featured as one of America’s best financial planners in the book Secrets of the Wealth Makers. He was a recipient of the Lifetime Achievement Award from the Financial Planning Association of Tampa Bay in 2005 and the P. Kemp Fain Jr. Award in 2016 by the Financial Planning Association for his qualities and contributions that demonstrated superior professionalism. Additionally, he was selected as Mr. Clearwater by the Clearwater Regional Chamber of Commerce in 2017 for his contributions to the Chamber and the Greater Clearwater Community.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/13th-ave-media/message Support this podcast: https://podcasters.spotify.com/pod/show/13th-ave-media/support
  continue reading

123 епізодів

Artwork
iconПоширити
 
Manage episode 310539596 series 3060179
Вміст надано 13th Ave Media. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією 13th Ave Media або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

Welcome to the 33rd episode of Amplify Clearwater Show, powered by 13th Ave Media! We are very excited to take you on a journey to learn more about all of the incredible businesses, nonprofits, and community leaders. In this episode, we are featuring V. Raymond Ferrara, CFP®, CEO of Provise Management Group, LLC.

Ray is Chairman and CEO of ProVise Management Group, LLC located in Clearwater, Florida, a full- service financial planning firm which is a Registered Investment Advisor with the Securities and Exchange Commission. ProVise is one of the largest financial planning firms in the country and manages approximately $1.6 billion as of December 31, 2020. Additionally, Ray is a Certified Financial Planner TM (CFP®). He served on the Board of Directors for the CFP Board of Standards, Inc. and was Chair of the Board in 2014. Ray also served on the Board of Directors for the Financial Planning Association (FPA), National Advisor’s Trust Company (NATC), and as a Board observer for National Financial Partners, Inc. as well as numerous community boards. He currently serves on the Board of Certified Safety Professionals as their public member. Ray has spoken to many public and civic organizations and business conferences throughout the United States. He has been quoted in numerous publications, including USA Today, New York Times, Wall Street Journal, Barron’s, Tampa Bay Times, and Business Week. He has appeared on radio and television, speaking in his easily understood language with his relaxed, informal approach. For over ten years, he hosted radio’s "Talking MoneyTM." He has authored articles on numerous financial topics. Ray was featured as one of America’s best financial planners in the book Secrets of the Wealth Makers. He was a recipient of the Lifetime Achievement Award from the Financial Planning Association of Tampa Bay in 2005 and the P. Kemp Fain Jr. Award in 2016 by the Financial Planning Association for his qualities and contributions that demonstrated superior professionalism. Additionally, he was selected as Mr. Clearwater by the Clearwater Regional Chamber of Commerce in 2017 for his contributions to the Chamber and the Greater Clearwater Community.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/13th-ave-media/message Support this podcast: https://podcasters.spotify.com/pod/show/13th-ave-media/support
  continue reading

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