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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

Sara O’Neil, FPQP™

Sr. Registered Associate

e: sara.oneil@raymondjames.com

Sara joined the Carver team in December 2015 as a Senior Registered Associate. She has 15 years of financial industry experience. She most recently acquired her Financial Paraplanner Qualified Professional™ designation. Sara holds Series 7 and 66 licenses and has a life, health and annuity insurance license. She helps coordinate each client’s overall experience by working closely with Kale. Sara understands the diverse needs of clients and prides herself on delivering exceptional client service. She has participated in many community support efforts, most recently the Healthy Cities playground build and assisting the Cleveland Food Bank. Originally from Monroeville, PA, she moved to Ohio in 2001. Although she loves her Pittsburgh sports teams, she married a Cleveland fan. She and her husband Ryan live in Chardon with their son, Alex. Her family enjoys working on their ’62 Chevy C10, hiking in the local parks, visiting the zoo and the Lake County Farmparks. She and her husband also participate in a local dart league.


https://youtu.be/jujUKkyyCRA

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

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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.

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