V. Raymond Ferrara, CFP®

Ray is Executive Chair and Chief Compliance Officer (CCO) 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 $1.8 billion as of March 31, 2023.  Additionally, Ray is a Certified Financial Planner (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., an NYSE company, as well as numerous community boards.  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 Money™.”  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.

 

Ray resides in Belleair, FL with his wife of 52 years, Kim.