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ProVise Management Group

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Senior financial planner

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Former Company

ProVise Management Group

Former Position

Financial planner

ProVise Management Group, a Clearwater-headquartered financial planning and investment management firm, is pleased to announce the promotion of Shane O’Hara CFP to Senior Financial Planner.
O’Hara joined ProVise in January 2015 after completing his education at the University of Central Florida with degrees in finance and accounting. He received his Certified Financial Planner designation in December 2016.
“All of us at ProVise are proud of Shane’s quick development into a senior financial planner position, which was hastened by his ability to be forward-thinking with his clients,” said Eric Ebbert, CFP, MBA, President of ProVise. “The relationship he has with his clients is deep and meaningful at both a business and personal level.”
Nancy Croy, CFP, CPA, Executive Vice President, has mentored Shane throughout his time with ProVise. “Shane has an amazing ability to make great connections with his clients and in promoting the fiduciary values associated with ProVise,” she added.
“Having joined ProVise early in my career was very fortunate, and being a part of this fantastic company going forward is exciting,” O’Hara said.

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