e: sara.oneil@raymondjames.com

Sara joined the Carver Financial Services team in December 2015 as a Senior Registered Associate. Bringing over two and a half decades of financial industry experience to the team, she recently earned her Financial Paraplanner Qualified Professional™ (FPQP™) designation. In her role, Sara holds Series 7 and 66 licenses, alongside a life, health, and annuity insurance license. She works closely with Kale to help coordinate each client’s overall experience and is dedicated to understanding and addressing diverse client needs with exceptional service.

Sara is deeply committed to giving back to the community. Her recent volunteer efforts include participating in the Healthy Cities playground build and assisting the Greater Cleveland Food Bank.

Originally from Monroeville, Pennsylvania, Sara relocated to Ohio in 2001. Though she remains a loyal Pittsburgh sports fan, she happily married a Cleveland fan. Sara and her husband, Ryan, live in Chardon with their son. Outside of work, her family enjoys spending time outdoors, participating in a local cha

rity, and engaging with an off-road club.