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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
    • Resources for Business Owners
    • 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

Paige Courtot

Randy Carver Secures Rank as the #1 Financial Advisor in Ohio on Barron’s Top 1,200 List for 2025

March 10, 2025 //  by Paige Courtot

March 10, 2025 –Carver Financial Services is thrilled to announce that Randy Carver, Founder and President, has been ranked as the #1 financial advisor on Barron’s prestigious Top 1,200 Financial Advisors list for 2025 for the state of Ohio. This recognition highlights Randy’s exceptional dedication, expertise, and commitment to delivering unparalleled financial services to his clients.

Barron’s annual list of the top financial advisors is regarded as one of the most comprehensive rankings in the industry, based on a combination of factors including assets under management (AUM), revenue production, quality of practice, and philanthropic work. Randy’s top ranking reflects his unwavering commitment to building long-term relationships with clients, his strategic approach to financial planning, and his impressive time- tested track record of success in wealth management.

Randy Carver has built a reputation for his personalized approach to wealth management, working closely with clients to design tailored financial strategies that help secure their futures. His success is driven by a client-first philosophy that focuses on understanding each client’s unique financial situation, aspirations, and concerns.

“I am truly honored to be recognized by Barron’s,” said Randy Carver. “This achievement is a reflection of the hard work and trust that my team and clients have invested in me. I am deeply committed to providing our clients with the highest level of service and helping them navigate the complexities of financial planning. This recognition fuels my passion to continue delivering the very best for those we serve.”

With over 35 years of experience, Randy Carver is known for his deep knowledge of investment strategies, retirement planning, and estate planning, as well as his focus on creating comprehensive financial plans that address the unique needs of each client. Under his leadership, Carver Financial Services has consistently grown and expanded its client base, earning recognition as one of the top practices in the industry.

This latest accolade adds to a series of distinguished recognitions for Randy Carver, cementing his position as one of the leading financial advisors in the country.

To see the full listing click here.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by 7,669 individual advisors and their firms and include qualitative and quantitative criteria, and 1,200 won. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024, and was released on 03/10/2025.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

Category: Awards

Bridging the Gaps – Strengthening Your Insurance Coverage

March 3, 2025 //  by Paige Courtot

Whether you’re a business owner, an insurance professional, or simply looking to better understand your personal coverage, this session will provide valuable insights into the complexities of insurance and how to avoid costly mistakes.

Category: Video

Carver Financial Services Expands Leadership with New Partnership

February 24, 2025 //  by Paige Courtot

 

Category: Media

March 2025

February 18, 2025 //  by Paige Courtot

Category: Client Memo

9.10.25 – Understanding Social Security Benefits with Brandon Smith

February 6, 2025 //  by Paige Courtot

Upcoming Webinar: Understanding Social Security Benefits with Brandon Smith

Join us for an exclusive Social Security webinar with Brandon P. Smith, Public Affairs Specialist, Social Security Administration

Navigating Social Security can be complex, but it doesn’t have to be. Join us for a free, informative webinar with Brandon Smith, where we’ll break down the essentials of Social Security benefits and empower you with the knowledge you need to make confident decisions.

During the webinar, we will discuss:

  • The work, age and relational requirements for Social Security retirement, spousal and survivor benefits
  • The different methods of applying for benefits
  • The earnings limits for individuals receiving benefits
  • The basics of the Social Security Fairness Act
  • How to create and use a My Social Security Account
  • Explain how to apply for a replacement Social Security card

This webinar is perfect for:

  • Individuals nearing retirement
  • Spouses or survivors considering benefit options
  • Anyone interested in understanding Social Security policies and procedures
  • Professionals helping clients with retirement planning

About the Speaker: Brandon P. Smith Public Affairs Specialist, Social Security Administration B.A., Interpersonal and Public Communication, University of Akron, Akron, OH

Brandon Smith, a native of Cleveland, Ohio, joined the Social Security Administration in 2003.  Prior to this, Brandon worked as a teacher for 3 years in the Diocese of Cleveland. He started his government career as a Claims Representative in the Middleburg Heights field office, specializing in Retirement, Survivors, Disability, and Health Insurance. In 2007, Brandon became the Public Affairs Specialist in the metro Cleveland area. Brandon is the primary contact for media relations, outreach, and presentations for the agency in Cuyahoga, Lake, Lorain, and Geauga counties. In 2012, Brandon received a Regional Communicator Award from the Social Security Administration. Later that year, Brandon was among the inaugural recipients of the Black Diamond award from the Greater Cleveland Delta Foundation Life Development Center. Brandon is a member of the 2014 Kaleidoscope Magazine’s 40 under 40 Club. And in the summer of 2015, Brandon received a Deputy Commissioner Citation from Social Security’s Office of Communication for his outstanding public affairs support of the agency’s national communication initiatives.

Brandon is a member of various cultural and educational institutions in Greater Cleveland, such as the Western Reserve Historical Society and the Cleveland Museum of Art.  Brandon and his lovely wife, LaToya, are the proud parents of two beautiful children, a handsome son and a beautiful daughter, along with two cats.

When:

Wednesday, September 10, 2025 | 7:00 PM

Where:

Zoom Webinars (Registration Required) – Register Here

There is neither a cost nor any obligation to attend this event. You are encouraged to invite family and friends.

Raymond James is not affiliated with and does not endorse the opinions of Brandon Smith. 

Category: Uncategorized

Lake Humane Society Celebrates Recent Renovations

February 5, 2025 //  by Paige Courtot

 

 

Category: Media

9.6.25 Carver Cruisin’ Car Show

February 2, 2025 //  by Paige Courtot

Saturday, September 6, 2025

Get ready to rev your engines and roll into a night of classic cars, great food, and family fun at the Carver Cruisin’ Car Show, hosted at  JT’s Diner in Willoughby, Ohio!

Join fellow car enthusiasts for a spectacular morning filled with:

  • Stunning classic & custom cars
  • Prizes, giveaways, and raffles
  • Family-friendly atmosphere
  • Refreshments

Whether you’re showing off your ride or just coming to admire, everyone is welcome! Bring your friends, bring your family, and don’t forget your camera – this is one car show you won’t want to miss.

Location: JT’s Diner | 38740 Lakeshore Blvd. Willoughby, OH 44094

Time: 11:00 – 3:00 PM (Car Registration 9:00 – 11:00 AM)

Free Admission – No Entry Fee!

 

 

Category: Uncategorized

SOLD OUT! 8.29.25 Glow Golf Benefit at Little Mountain Country Club

February 1, 2025 //  by Paige Courtot

Friday, August 29, 2025

Get ready for an unforgettable summer evening filled with fun, friends, and a little friendly competition at Little Mountain Country Club! Join us for an exciting round of Glow in the Dark Golf, kicked off with dinner and drinks. Whether you’re a pro or a beginner, it’s all about having a great time as we hit glowing golf balls under the night sky. Proceeds will be donated to the New Beginning Initiative. 

OUTING FORMAT

  • (7) hole 4-person scramble
  • Dinner: 7:30 – 8:30 PM
  • Shot Gun starts at 8:45 PM
  • Wrap-Up and Desserts at 11:00 PM

COST – $90 per person or $350 per foursome

Carver Cares Partner – The New Beginning Initiative

Raymond James is not affiliated with the New Beginning Initiative or Carver Cares Charities.

Sponsorship Opportunities


 

Category: Uncategorized

Randy Carver: How Fighting Cancer as A Teen Led Me to Build a $3 Billion Wealth Management Firm

January 24, 2025 //  by Paige Courtot

Category: Media

29th Annual Resource Breakfast

January 22, 2025 //  by Paige Courtot

Our 29th Annual Resource Breakfast featured a special guest, Professor Jeremy Siegel, Senior Economist.

Category: Video

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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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