Ray Ferrara

Founder at

ProVise Management Group LLC

Commercial Services

Finance

Health Services

Profile

Mr. Vincent R.
Ferrara is a Founder & Executive Chair at ProVise Management Group LLC.
He is on the Board of Directors at Eckerd Youth Alternatives, Inc. and The University of Maryland Foundation, Inc. He brings over five decades of experience to ProVise.
Mr. Ferrara 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).

Ray Ferrara active positions

Companies	Position	Start
ProVise Management Group LLC ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors.	Founder	2002-01-09
Eckerd Youth Alternatives, Inc. Eckerd Youth Alternatives, Inc. Miscellaneous Commercial ServicesCommercial Services Operates charitable organizations	Director/Board Member	-
The University of Maryland Foundation, Inc. The University of Maryland Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation that advocates and supports the advancement of public education	Director/Board Member	-

All active positions of Ray Ferrara

Former positions of Ray Ferrara

Companies	Position	End
Clearwater Regional Chamber of Commerce Clearwater Regional Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce	Corporate Officer/Principal	-
BayCare Health System, Inc. BayCare Health System, Inc. Hospital/Nursing ManagementHealth Services Operates hospitals and healthcare facilities	Chairman	-
Boy Scouts of America /West Central Florida Council/	Corporate Officer/Principal	-
Morton Plant Mease Health Care, Inc. Morton Plant Mease Health Care, Inc. Medical/Nursing ServicesHealth Services Provides behavioral, pediatric and hospital services	Corporate Officer/Principal	-
National Advisors Trust Co. National Advisors Trust Co. Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	-

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Experiences
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Linked companies

Private companies	10
ProVise Management Group LLC ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors.	Finance
BayCare Health System, Inc. BayCare Health System, Inc. Hospital/Nursing ManagementHealth Services Operates hospitals and healthcare facilities	Health Services
Eckerd Youth Alternatives, Inc. Eckerd Youth Alternatives, Inc. Miscellaneous Commercial ServicesCommercial Services Operates charitable organizations	Commercial Services
Financial Planning Association Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization	Commercial Services
Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity	Commercial Services
Morton Plant Mease Health Care, Inc. Morton Plant Mease Health Care, Inc. Medical/Nursing ServicesHealth Services Provides behavioral, pediatric and hospital services	Health Services
National Advisors Trust Co. National Advisors Trust Co. Major BanksFinance Operates as a nationally chartered commercial bank	Finance
Clearwater Regional Chamber of Commerce Clearwater Regional Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce	Commercial Services
Boy Scouts of America /West Central Florida Council/
The University of Maryland Foundation, Inc. The University of Maryland Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation that advocates and supports the advancement of public education	Miscellaneous

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