Ray is President and CEO of ProVise Management Group, LLC, located in Clearwater, Florida, a 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 $760 million as of December, 31, 2012. Ray is also a Registered Representative and Registered Principal with FINRA. In addition to serving on the Board of Directors for the CFP Board of Standards, Inc., he is extremely active in his community. He is a former member of the Board of Directors for the Financial Planning Association (FPA), National Advisors Trust Company (NATC), and a Board observer for National Financial Partners, Inc. (NFP).
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 across the country, speaking in his easily understood language with his relaxed, informal approach.
For over ten years, he hosted radio’s “Talking Money™.” He has authored several articles on various financial topics. Ray was featured as one of America’s best financial planners in the Secrets of the Wealth Makers, and was a recipient of the Lifetime Achievement Award from the Financial Planning Association of Tampa Bay.
Current role