Josh Croyle, CFP®

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Josh joined the Carver Financial team in Spring of 2019 as a Registered Associate. He was previously with PNC Investments assisting clients with trades and account maintenance support. Josh is a graduate of Cleveland State University, with a bachelor’s degree in Finance. He holds the CERTIFIED FINANCIAL PLANNER™ designation, as well as his Series 7 and 63 licenses, and Ohio Life and Health insurance license.

Josh resides in Mentor with his wife, two sons, and 2 dogs. In his free time, he enjoys going to sporting events and visiting parks with his family.

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

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.

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