611 Druid Rd., Ste. 105, Clearwater, FL, 33756
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Shane is the Executive Vice President and Principal of ProVise Management Group, LLC, dedicating nearly full-time hours to administrative duties related to investment advisory services, financial planning, and wealth management. Shane also serves as a Partner at PROVISE MANAGEMENT COMPANY, INC. and a Board Member/Secretary for Creative Pinellas, dedicating minimal time to each.