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ProVise Management Group, LLC. jobs and careers

Clearwater, FL, United States

About ProVise Management Group, LLC.

Financial Planning For Your Life...And Your Lifestyle ProVise Management Group, LLC is a nationally recognized, fee-based financial planning and investment management firm located in Clearwater, FL. Since our founding in 1986, we have measured our success by the success of our clients. Our mission is to contribute to the financial freedom of our clients by providing personalized, independent, financial planning and asset management services through the many phases of life. We work with both individuals and institutions in a variety of capacities. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS, or Provise Management Group, LLC. Kestra IS and Kestra AS are affiliated with Provise Management Group, LLC. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC. Investment Adviser Representatives of Kestra Advisory Services, LLC and Investment Adviser Representatives of PROVISE MANAGEMENT GROUP, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2368.

Employees
11 to 50
Headquarters
Clearwater

Leadership

The top of ProVise Management Group, LLC.'s org chart, with how many people report into each leader.

JBPhoto of Jon Brethauer

Jon Brethauer

President & Shareholder

14 reports

SOPhoto of Shane O'Hara

Shane O'Hara

Principal, Executive Vice President, CCO

4 reports

NRPhoto of Nancy Croy Ramey

Nancy Croy Ramey

Executive Vice President

3 reports

SCPhoto of Stephen J. Csenge

Stephen J. Csenge

Senior Financial Planner

2 reports

SRPhoto of Sandy Risgaard

Sandy Risgaard

Senior Financial Planner

SWPhoto of Susan Washburn

Susan Washburn

Senior Financial Planner

Jobs at ProVise Management Group, LLC.

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