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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

Randy Carver, CRPC®, CDFA®

President & CEO, Carver Financial Services, Inc.
RJFS Registered Principal

e: randy.carver@raymondjames.com

Randy Carver was born in New York City, grew up in Baltimore, Maryland, and spent his teen years in Toronto, Canada. As a teenager, Randy started and ran several successful businesses, including a catering firm and two home renovation companies. He attended Oberlin College where he earned his degree in economics. Upon graduating in 1987, Randy opened a branch office for a regional brokerage firm in Mentor, Ohio. The office became one of the company’s most successful within three years.

In 1990, Randy founded Carver Financial Services, Inc. to provide Personal Vision Planning® by offering clients unbiased investment information and a wide range of financial products and services through an international firm. He has offered securities through Raymond James Financial Services since 1990.

Randy is a General Securities Principal (Series 24 license), Municipal Securities Principal (Series 53 license), holds Series 7 and Series 63 securities licenses, in addition to a series 31 futures license. He also holds a life, health, and annuity insurance license. Randy has earned the Chartered Retirement Planning Counselors CRPC® designation from the College for Financial Planning and is a Certified Divorce Financial Analyst® practitioner, having completed the certification from the Institute for Divorce Financial Analysts earning the CDFA® designation.

Randy has taught accountancy board-approved continuing education courses for certified public accountants, as well as Supreme Court Commission on Continuing Legal Education-approved courses for attorneys since 1989. Randy has appeared as a commentator on FOX Business, CNN, Yahoo Finance, Bankrate, Cheddar TV, Newsmax, and Fox News. He has been featured in the New York Times, Barron’s, Forbes, Financial Times, The News-Herald, Crain’s Cleveland Business, the Toledo Blade and The Wall Street Journal.

Barron’s has named Randy Carver one of the top 1200 advisors in the United States and one of the top 10 in Ohio every year since 2010. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Click here to see all the awards he has received from Barron’s, Forbes, Financial Times, etc.

Randy lives in Kirtland Hills, Ohio, with his significant other, Christine, and their four dogs, Brutus, Apollo, Hercules, and Mongo. His daughter Cid is living in Tel Aviv, Israel. Randy is a licensed private pilot, flying for both business and pleasure, and pursues other eclectic hobbies ranging from gourmet cooking to riding motorcycles.

Award Criteria and Disclosures

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

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OUR APPROACH
ABOUT US
RESOURCES
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CONTACT US

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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(Please click here for award criteria & disclosures.)

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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