e: polly.small@raymondjames.com

Polly joined the Carver team in 2014, as a Client Concierge. She holds her Series 7, 63 and Ohio Life and Health insurance license, as well as her Financial Paraplanner Qualified Professional™ designation. Her previous work experience includes payroll, estimating and inventory work for a construction company and bookkeeping for an interior design firm.

Polly grew up in Kirtland, and spent some time in Cincinnati and Orlando before returning to Ohio. She currently resides in Kirtland with her two dogs, Louie and Tigger. She has a daughter, Riley, married to João, who works in Mentor and a son, Cooper, who works in Cincinnati. In her spare time, Polly likes traveling, skiing, and cooking. She also enjoys spending time outside in Northeast Ohio’s beautiful parks.