Susan Clementine Washburn

Employer firm

Provise Management Group, LLC CRD 105375

$2.03B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → 06/2017
  Washburn Capital Management
  Vero Beach, FL
• 07/2017 → Present
  Provise Management Group, Llc
  Clearwater, FL

Previous Registrations

• 2007-02-22 → 2017-06-14
  Washburn Capital Management Inc.
  Vero Beach, FL

Other Businesses

Name: ProVise Management Company Inc. Investment Related: N - Address: Clearwater FL 33759 - Nature of Business: Management Company - Position: Partner: Title: Principal - Start Date: 1/1/2002 - Hrs/mth: 5% - Hrs/mth during trading: 5% - Duties: Management of ProVise Management Group LLC Name: Pinellas County Estate Planning Council - Investment Related: No - Address: St. Petersburg, FL 33731 - Nature: Fosters understanding of estate planning amongst professionals- Position: BOD- Title: Secretary as of 2026- Start Date: 7/19/2024 - Hrs/Mth: less than 5% - Hrs/Mth during trading: less than 5% - Duties: Help arrange and support programming throughout the year Name: First Presbyterian Church of Dunedin - Investment Related: No - Address: Dunedin, FL 34698 - Nature: Church - Position: BOD for the Dana Beck Fancher Trust - Title: Member - Start Date: 7/2026 - Hrs/Mth: less than 10 - Hrs/Mth during trading: 0 - Duties: Potentially secretary, otherwise 3 year term as board member, overseeing corporate trustee and following terms of the trust

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-12

Designations

• Certified Financial Planner

Other Names

• Susan Clementine Washburn
• Susan Washburn Lupin
• Susan Clementine Washburn