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
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