Awards and recognition

FORBES recognizes Randy Carver as one of the "Top Wealth Advisors In the United States"

September 26, 2017 FORBES recognized the Top Wealth Advisors in the United States. For the second year in a row Randy Carver was recognized on this prestigious list. “This recognition is a testament to the commitment and professionalism of our entire team”, commented Carver. Randy Carver and his team manage $1.2 billion in assets for clients globally.

See the FULL STORY and LISTINGS.

The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and inperson
interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors
rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of September 2017): 19,872 Advisor nominations were received,
based on thresholds. 4,504 Advisors were invited to complete the online survey. 4,432 Advisors were interviewed by telephone. 923 Advisors were interviewed in-person at the Advisors' location. Final list of the top 250 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated
with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any web-site or the collection or use of information regarding any web-site's users and/or members.


Case Western Reserve names Carver Financial Services, Inc. to Weatherhead 100

September 20, 2017 Carver Financial Services Inc. was recognized on September 20th  by  Case Western University  as  a 2017 Weatherhead 100 company stating “this is a true testament to the hard work and dedication of you and your company”.  The Weatherhead companies are recognized for their percent of revenue growth over the past five years.*

The rankings are based on data from the following: 12-month period of net sales from 2012 –
2016, 2012 net sales must be at least $100,000, Headquartered in Ashland, Ashtabula, Cuyahoga, Erie, Geauga, Huron, Lake, Lorain, Mahoning, Medina, Portage, Richland, Stark, Summit, Trumbull or Wayne County, not a franchise or subsidiary of another company between 2012 – 2016 and must be a for-profit organization. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Case Western University / Weatherhead 100 is not affiliated with Raymond James.


Barron's names Randy Carver to "Top 100 Independent Wealth Advisors" in the Country

September 18, 2017 Randy Carver, the President of Carver Financial Services, Inc., an independent practice, was once again included on the Barron's list of the "Top 100 Independent Wealth Advisors" in the country.

“It’s a tremendous honor to be recognized as one of the top independent financial advisors in the country,” Caver said. “I’m proud to be in the company of such a distinguished group. While Barron’s has recognized me this really reflects on the quality of the team at Carver Financial Services Inc. without all of whom this would not be possible,” he commented.

Barron’s  produced the listing of top advisors after weighing factors such as client assets under management, philanthropic work, compliance record and the overall quality of their practices. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.  There are more than 450,000 licensed financial advisors in the United States so being named one of the top 100 independent advisors is  a unique recognition.     Sterling Shea, the head of Advisory Programs at Barron’s commented “The advisors included in this group represent teams with extraordinary talent, expertise, and passion for helping clients to achieve better financial outcomes.”   *

“Congratulations to Randy Carver on being recognized as one of the very best independent advisors in the nation," said Scott Curtis,  President of Raymond James Financial Services. “Being named to Barron's list is a testament to Randy’s longstanding commitment to putting his clients' interests first and helping them achieve their financial objectives.”

*Barron's Top 100 Independent Financial Advisors
 Source: Barron's “Top 100 Independent Financial Advisors,” September 2017. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic
 work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay
 a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.


Randy Carver Named As A Top Financial Advisor by Barron’s Magazine.

June 29, 2017 Randy Carver was again named to Barron’s Top Advisor Rankings list for Ohio. Randy placed in the top ten again this year improving his ranking by two spots as he is currently the #7 Top Ranking Advisor for the state of Ohio.

 

You can view the complete Barron's listing by clicking here.

 

Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered with FINRA


Financial Times names Randy Carver to FT 400 Top Financial Advisers List

March 30, 2017 Randy Carver was recognized as one of the 400 most elite advisors at national, independent, regional and bank broker-dealers across the U.S. Each member of this prestigious group manages an average of $1.7 billion in assets. To create this list the Financial Times asked the largest U.S. broker-dealers for lists of their advisors with 10+ years of experience and $300 million or more in assets under management; the brokerages had no subjective input. The Financial Times then invited qualifying advisors – a list which totaled roughly 800 to fill out an online application and they were scored on several factors, including assets under management (AUM), AUM growth rate, compliance records, years of experience, industry certifications, and online accessibility.. Selection was independent and objective and fully at the discretion of the Financial Times.

Randy and the team at Carver Financial Services Inc., manage more than $1 billion in client assets, and focus on retirement income planning. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC, at 7473 Center St., Mentor OH 44060.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc., Carver Financial Services is not a registered broker/dealer, and is independent of Raymond James Financial Services.

To see the full listing by state, click here.

 


Randy Carver named one of top advisors in the country by Barron's Magazine

March 4, 2017 Barron’s Magazine named Randy Carver as one of the top advisors in the Nation and one of Ohio's ten best financial advisors. Randy has been recognized by Barron's each year since 2008.  Rankings are based on data provided by the nation's 4,000 most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. According to Reuters (February 11, 2015) there are roughly 285,000 financial advisors in the United States. Barron's listed their top 1,200 putting Randy in top  4/10ths of 1% of all advisors.

To see full listing Click Here

Carver Financial Services Inc. is an independent firm.
Raymond James is not affiliated with Barron's. Neither Raymond James nor any of its Financial Advisors have paid a fee in exchange for this recognition. This recognition is not indicative of future investment performance and may not be representative of individual clients' experience.


Carver Financial Services, Inc. named to Crain's 52 Fastest Growing Companies

October 12, 2016  Carver Financial Services Inc. named to the Crain’s 52 list of Fastest Growing Companies in North East Ohio. Crain’s Cleveland Business Fast 52 recognizes the entrepreneurial spirit, innovative business tactic and skyrocketing revenue growth of the 52* fastest growing companies in Northeast Ohio. The complete rankings will be published in the Crain's November 14th issue.
*Due to a number of disqualifications Crain's will only recognize #50 companies in 2016.cceimg-300x96


Carver Financial Services, Inc., Weatherhead 100 Winner

September 19, 2016 As true testament to the hard work and dedication of Carver Financial Services, Inc., Randy Carver and Carver Financial Services has been awarded the Weatherhead 100.

2016-W100-Logo-RGB-smallEstablished in 1988, The Weatherhead 100 awards are the premier celebration of Northeast Ohio’s spirit of entrepreneurship and the companies leading the way in Northeast Ohio. Each year, Weatherhead recognizes an elite group of companies who are the best example of leadership, growth and success in our region. Companies that make the list are recognized for their percent of revenue growth over the past five years.

Weatherhead's mission is to develop transformational ideas and outstanding leaders for the advancement of business and society. Weatherhead 100 companies are the embodiment of this pursuit. For more than 25 years, Weatherhead has recognized the accomplishments of the region's fastest-growing companies, and no matter the industry, companies across Northeast Ohio clammer to make the list.


Carver Financial Services Named Fast Track 50 Winner 9th Year in a Row!

September 14, 2016 Carver Financial Services was once again recognized as one of the The Lake-Geauga Fast Track 50 winners for 2016. The Fast Track 50 recognizes the contribution of local companies to Lake and Geauga county economies. The Fast Track 50 Committee compiles a list of the fastest-growing companies in Ohio’s Lake and Geauga counties. Companies are ranked by sales and employment growth over the previous five-year period and the top 50 are recognized. Carver Financial Services Inc. has consistently been recognized on this list for the last nine years.


Randy Carver named one of the Top 100 Independent Advisors in the US by Barron's Magazine...Again

August 29, 2016,  Barron’s Magazine named Randy Carver as one of  the top 100 independent financial advisors in the United States.  Randy has been recognized by Barron’s for various awards each year since 2008.   The selection is based upon a number of factors including  "assets under management, the quality of the practice  revenue produced for the firm, regulatory record, and philanthropic work". Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.  While Barron's has recognized Randy this really reflects on the quality of the team at Carver Financial Services Inc. without all of whom this would not be possible.


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