V. Raymond  Ferrara,  CFP<sup>&reg;</sup> - Financial Advisor

V. Raymond Ferrara, CFP®

Chairman/CEO

ProVise Management Group, LLC

611 Druid Rd E, Ste 105
Clearwater, FL 33756
FINANCIAL ADVISOR'S WEBSITE
(800) 633-3049
(727) 709-6392

General

V. Raymond Ferrara is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ProVise Management Group, LLC in Clearwater, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Senior Advisor

Insurance Licenses

  • Life insurance: 30+ states
  • Health/disability insurance: 20+ states
  • Fixed annuities: 30+ states
  • Variable annuities: 20 states

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources