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800.627.7279

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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
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Client Access Videos
    • FAQ
    • COVID-19 Resources
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login

Polly Small, FPQP™

Sr. Registered Associate

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 construction and interior design. 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. Polly’s daughter Riley transferred back to Ohio and works for a local corporation as a financial analyst. Riley was married in Portugal this past May. Polly’s son Cooper is looking forward to his senior year at The Ohio State University in Columbus Ohio. In her spare time, Polly likes traveling, skiing, and cooking. She also enjoys spending time outside in Northeast Ohio’s beautiful parks.



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

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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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