Jonny Richmond

About Jonny Richmond

Securities offered through Kestra Investment Services, LLC (Kestra IS), member…

Experience

1. Retirement Plan Advisor

   Provise Management Group, Llc

   Feb 2024 — Present · Clearwater, FL, US

   ProVise Management Group, LLC is a nationally recognized financial planning and investment firm focused on creating lifelong partnerships and providing fee-based financial advice. When you work with ProVise Management Group, you will receive fiduciary quality care from our highly credentialed CERTIFIED FINANCIAL PLANNER™ professional. With offices in Clearwater and Tampa, Florida, we have worked hard to create a client-oriented service that provides our clients with a personal and meaningful experience. Each client will have different motivations, values, and goals, so our veteran advisors curate plans based on each individual\'s situation. You may be planning for retirement, or you could be planning to sell your business; whatever it is, we will work with you to reach your goals. As well as having integrity in our work and showing compassion toward our clients and each other, we work as a team to build lasting relationships and strive for excellence. Our service provides ongoing guidance as our client\'s lives and lifestyles evolve. This service empowers our clients with our knowledge to delegate the multitude of financial items that arise so they can confidently navigate the intricacies of their financial journey. So, we believe it when we say we offer Financial Planning For Your Life.And Your Lifestyle. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through ProVise Management Group, LLC. ProVise Management Group, LLC is affiliated with Kestra IS.