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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..

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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
    • Randy’s Blog
    • Raymond James Resources
    • Carver University
      • Required Minimum Distribution (RMD)
      • Paying Off Student Loans
      • Retirement Resources
      • Why Insurance and Estate Planning Matter
      • The Power of Starting Young
    • Client Access Videos
    • Client Communications
    • Seminar Material
    • Carver Financial ROKU® Channel
    • Carver Merch Store
    • Carver in the News
    • FAQs
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login

Bobbi Bruner, CFP®

CFS Chief Operating Officer | Partner
RJFS Financial Advisor

e: bobbi.bruner@raymondjames.com

Bobbi is our Chief Operating Officer and Partner at Carver Financial Services.  After years of helping coordinate each client’s overall experience with our team by working closely with all of the advisors, Bobbi’s role has expanded to include operations of the organization.

In December 2018, she obtained her Bachelor of Science in financial planning with honors from Franklin University in Columbus, Ohio. She holds the CERTIFIED FINANCIAL PLANNER™ designation, which she uses when addressing a client’s overall financial goals. Bobbi also maintains her Series 7 and 63 licenses, as well as the Ohio life, health and annuity insurance license. Locally born and raised, Bobbi and her husband Brent, stepson Bobby, and their dogs, Bogey and Blue, reside in Mentor.

 

CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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OUR APPROACH
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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. 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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