Leadership Team

The Leadership Team at ProVise Management Group, LLC is responsible for setting the strategic direction of the firm and ensuring that the mission of providing personalized financial planning and asset management services is effectively implemented. Composed of key executives including the President, Executive Vice President, and Chief Compliance Officer, this team fosters a culture of excellence and accountability while leading initiatives that drive client success and organizational growth. Their focus on innovation and client satisfaction helps maintain ProVise's reputation as a trusted partner in financial planning.