Ray Ferrara is still making a difference

Ray Ferrara, a Belleair resident for more than 40 years, makes a living out of helping people live better. As founder and chief executive officer of ProVise Management Group, Ferrara’s work, and life, are both about helping people, and as a former Mr. Clearwater, his many philanthropic endeavors make an impact in the greater Tampa

Planning for the future: Navigating trusts and the ‘what ifs’ of life

By Sarah Schelling Peet, Vice President, Senior Trust Officer, The Bank of Tampa It is impossible to predict the future, no matter how hard we try. Two years ago, I would never have guessed we would be weathering a global pandemic and all that has occurred as a result. But, professionally, thinking about and planning

Goodbye 2020, hello 2021

It is hard to believe that we are approaching the end of perhaps, the strangest year in our lifetimes. Regardless of whether we are licking our wounds or thanking our stars (depending on how things went for us), it’s time to focus on 2021. Our firm is blessed to have some the smartest, most successful

COVID-19, Financial Planning and Fiduciary

Rahm Emanuel’s famously said, “You never want a serious crisis to go to waste. And what I mean by that is an opportunity to do things that you think you could not do before.” We would change it slightly to “things you should have done before,” when it comes to your financial planning. Coronavirus was

Finding a seat at the table

How do women approach their short and long-term financial decisions? According to a recent report by the international financial services firm UBS, they don’t. The report, titled “Own Your Wealth,” was commissioned and published by UBS and was the catalyst for its first Florida Gulf Coast Women’s Leadership Retreat in Sarasota. It found that 56