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440.974.0808

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Carver Financial Services

Helping you achieve your personal vision based upon your individual needs, goals and risk tolerance.

  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
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  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Philanthropy
    • About Raymond James
  • Resources
    • Our Videos
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Carver Financial ROKU® Channel
    • Seminar Material
    • Client Access Videos
    • FAQs
    • Carver Merch Store
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login
 
Carver Financial team meeting

 

Our People. Your Team.


Together, we work with you, for you, and in your best interests.

Get Started

 

Over the last 30 years, we’ve built a team of highly credentialed, experienced advisors and associates to serve you. We blend individual expertise with a collaborative approach to create your Personalized Vision Plan.

 

Our Advisors


 
Bobbi Bruner, CFP®

Bobbi Bruner, CFP®

CFS Chief Operating Officer RJFS Financial Advisor
Randy Carver, CRPC®, CDFA®

Randy Carver, CRPC®, CDFA®

President & CEO, Carver Financial Services, Inc.
RJFS Registered Principal

Raj Chatterjee, CFP®

Raj Chatterjee, CFP®

RJFS Financial Advisor

Joe Lowe, CFP®

Joe Lowe, CFP®

RJFS Financial Advisor

Dan McGinnis, CFP®

Dan McGinnis, CFP®

RJFS Financial Advisor

Kale Schulz, CFP®

Kale Schulz, CFP®

RJFS Financial Advisor

Mark Spoerke, CFP®

Mark Spoerke, CFP®

RJFS Financial Advisor

Nik Wearsch, CFP®

Nik Wearsch, CFP®

RJFS Financial Advisor

Nancy Williams, CFP®

Nancy Williams, CFP®

RJFS Financial Advisor

Ryan Bennett, CFP®

Ryan Bennett, CFP®

RJFS Financial Advisor

Josh Croyle, CFP®

Josh Croyle, CFP®

RJFS Financial Advisor

 

Our Associates


 
RoseAnn DiVincenzo, FPQP™, CRPC®

RoseAnn DiVincenzo, FPQP™, CRPC®

RJFS Registered Principal
Registered Compliance Operations Manager, Branch 71U

Polly Small, ChFC™

Polly Small, ChFC™

Paraplanner

Tamika Thomas, CFP®

Tamika Thomas, CFP®

Paraplanner

Rebecca Mullenax, FPQP™

Rebecca Mullenax, FPQP™

Client Service Team Leader
Senior Registered Associate

Deanna Kochensparger, FPQP™

Deanna Kochensparger, FPQP™

Sr. Registered Associate

deJane Toki, FPQP™

deJane Toki, FPQP™

Sr. Registered Associate

Sara O'Neil, FPQP™

Sara O’Neil, FPQP™

Sr. Registered Associate

Paige Rost

Paige Rost

Marketing Coordinator and Director of Community Relations

James LaMar

James LaMar

Registered Associate

Nicole Remesik, ChFC®

Nicole Remesik, ChFC®

Sr. Registered Associate

Cristina Kosta

Cristina Kosta

Client Service Associate

Gianna Fiore

Gianna Fiore

Client Service Associate

Olivia Mooney

Olivia Mooney

Client Concierge I

Danielle Ramirez

Danielle Ramirez

Client Concierge I

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Let’s Get Started


We’re ready to help you achieve your vision. Contact our team today.

Contact us

OUR APPROACH
ABOUT US
RESOURCES
EXPERIENCES

CONTACT US

OUR OFFICES
7473 Center St.
Mentor, OH 44060
Phone: 440.974.0808
Toll-Free: 800.627.7279
Email: carverfinancialservices@ raymondjames.com

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Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. and Carver Financial Services Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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 website or the collection or use of information regarding any website’s users and/or members.

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