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We are excited to welcome Shane, Principal and Chief Compliance Officer at ProVise Management Group. A CERTIFIED FINANCIAL PLANNER® professional, Shane also holds his Series 7 license and serves as an Investment Adviser Representative (IAR). In addition to advising clients, he helps lead the firm’s operations and compliance strategy.

Shane earned his finance and accounting degrees from the University of Central Florida and has been recognized as a thought leader, serving as a panelist at the 2015 Schwab IMPACT conference on Developing the Next Generation of Financial Advisors. He is also actively engaged in the community through the Morton Plant Mease Foundation, the Skip Cline Society, and the Creative Pinellas Board of Directors.
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Event Details: https://bullsconnect.usf.edu/rsvp?id=1989312

MNYFRATALPHA, Meeting, Academic, Campus - Tampa, Faculty, First Year Students, First-Generation, First56, Giveaways, Graduate, Juniors, Indoors, Non-Traditional Students, Seniors, Sophomores, Staff, Transfer Students