Awards and recognition

Randy Carver named to Forbes list of America's Top Wealth Advisors 2016: The Pros Millionaires and Billionaires Trust With Their Money

August 3, 2016  Randy Carver named to Forbes list of  America's Top Wealth Advisors 2016: The Pros Millionaires And Billionaires Trust With Their Money

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Randy Carver was named to this prestigious list which lists the top 200 advisors in the United States from among more than 490,000 eligible individuals.  Ranking algorithm is based on quality of practice, including: telephone and in-person 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 a ranking. "It's an honor and privilege to be included in such an elite group.  This recognition reflects the professionalism and commitment to our clients of our entire team"- Randy Carver

Link to full story - http://www.forbes.com/top-wealth-advisors/#38a75f617051


Randy Carver named one of top financial advisors in United States by Barron's Magazine

Barrons top 1000 10 2013March 5, 2016  Barron’s Magazine named Randy Carver as one of  the top advisors in the Nation and one of Ohio's best financial advisors.  Randy has been recognized by Barron's each year since 2008.   The rankings are based on data provided by the nation's 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 the top 1,200 or just  4/10ths of 1% of all advisors.  "It's an honor and privilege to be included in such an elite group.  This recognition reflects the professionalism and commitment to our clients of our entire team"- Randy Carver


Carver Financial Services Inc. – Fast Track 50 Winner

November 5, 2015 Carver Financial was once again recognized as one of the The Lake-Geauga Fast Track 50 winners for 2015. 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 eight years.


Carver Financial Services named to Crains 52 list of Fastest Growing Companies

November 4, 2015 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 Northeast Ohio’s fastest-growing companies. Numbers audited by accounting partner Apple Growth Partners were used to identify businesses achieving the most substantial margins of revenue growth between 2010 and 2014. Companies were required to be at least 5 years old and have accrued a minimum of $5 million in revenue at the end of 2014.


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

August 24, 2015,  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.

 


Randy Carver recognized as one of top 1% most honored professionals in US

May 2015 – Randy Carver recognized as one of the top 1%  of most honored professionals in the United States by American Registry.  The first award of it’s kind, the America’s Most Honored Professionals distinction is the only cross-industry and cross-profession honor based on quantitative analysis of authenticated public recognitions.  The aware only goes to successful individuals who have been publically recognized for professional excellence with multiple honors. Americas most honored


Barron's Magazine names Randy Carver as one of the top advisors in the Nation - again

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February 1st, 2015,  Barron’s Magazine named Randy Carver as one of  the top advisors in the Nation and one of Ohio's best financial advisors.  Randy has been recognized by Barron's each year since 2008.   The rankings are based on data provided by the nation's 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.

 


Certificate of Congressional Recognition and Achievement

On November 14th, 2014 Carver Financial Services was presented with a Congressional Achievement Award from Congressman David P. Joyce. The award is in recognition of the Fast Track 50 Business Award that we received back in October.Fast Track 50


Fast Track 50 Winner - again

October 29, 2014 Carver Financial was once again recognized as one of the The Lake-Geauga Fast Track 50 winners for 2014. 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.

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Randy named as one of the Most Honored Professionals

September 2014 - Randy Carver named as one of America’s Most Honored Professionals by The American Registry.    With twenty  National Recognitions since 2007 Randy was recognized as being one of the top 1% of leaders nationally in terms of professional recognition.

Most honored professionals

 


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