financial planning

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

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

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