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
Jon Brethauer
President, Shareholder & Executive Vice President
SA
Steve Athanassie
Director of Private Wealth Management
Eric Ebbert
CEO
You Might Like
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
RD
Russ Degitz
Principal
Huntington University
BH
Bob Helmer
President Emeritus
Baldwin Wallace University