Shane is a CERTIFIED FINANCIAL PLANNER® professional, holds a Series 7 FINRA General Securities Representative License and is an Investment Adviser Representative (IAR) of ProVise. In addition to serving as an advisor to clients, Shane is a Principal of ProVise and serves as Chief Compliance Officer (CCO).
Shane O'Hara
Principal, Executive Vice President, CCO and Investment Adviser Representative (IAR)
ProVise Management Group
United States, Florida, Tampa
About Me
Profile Information
Principal, Executive Vice President, CCO and Investment Adviser Representative (IAR)
ProVise Management Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Tampa
Florida
United States
Jul 1, 2025
More profiles to browse
Nancy Croy Ramey
Executive Vice President
Steve Csenge
Senior Financial Advisor
Daniel Mannix
Senior Portfolio Manager
Jon Brethauer
President, Shareholder & Executive Vice President
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
JB
Joy Bunzel
Client Services
Sierra Investment Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation