V. RAYMOND FERRARA
CHAIRMAN, CEO & CCO, PROVISE MANAGEMENT GROUP, CLEARWATER
ProVise is a full-service financial planning firm founded in 1986 and registered with the Securities and Exchange Commission as a registered investment adviser since the late 1980s. Currently, the firm serves about 1,100 families in more than 30 states with financial planning services and investment management at a fiduciary standard of care. As of December 2019, the firm had approximately $1.5 billion under management. Ferrara started the firm with one employee and now employs 32, including 14 financial advisers, eight of whom are women.
|EDUCATION||University of Maryland (BS)|
|SOMETHING SURPRISING||My degree is in zoology, not finance or business, as I once thought I might pursue medicine as a career.|
|ALTERNATE CAREER?||Given my love of the water and boating, I would have pursued owning a marina.|
|PHILANTHROPIC PASSION||Thirty years of not-for-profit work in health care (Morton Plant Mease and BayCare — past chair of both) and working with at-risk children and families for the past 12 years with Eckerd Connects (currently chair)|