e: polly.small@raymondjames.com

Polly joined the Carver team in 2014 as Client Concierge. She holds her Series 7, 63 and Ohio Life and Health insurance license, as well as her Chartered Financial Consultant™ designation. The ChFC degree includes topics such as financial planning, including insurance, taxation, retirement, and estate planning. 

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, and a son, Cooper.

In her spare time, Polly likes traveling, skiing, and cooking. She also enjoys spending time outside in Northeast Ohio’s beautiful parks.