Awards and recognition

Case Western Reserve names Carver Financial Services, Inc. to 2018 Weatherhead 100

September 2018 Carver Financial Services Inc. was recognized by Case Western University as a 2018 Weatherhead 100 company. The Weatherhead companies are recognized for their percent of revenue growth over the past five years.

The rankings are based on data from the following: 12-month period of net sales from 2013 – 2017, 2013 net sales must be at least $100,000, headquartered in Ashland, Ashtabula, Cuyahoga, Erie, Geauga, Huron, Lake, Lorain, Mahoning, Medina, Portage, Richland, Stark, Summit, Trumbull or Wayne County, not a franchise or subsidiary of another company between 2013 – 2017 and must be a for-profit organization. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Case Western University / Weatherhead 100 is not affiliated with Raymond James.


Randy Carver Recognized As Top Independent Advisor by Barrons

September 14, 2018 Randy Carver, RJFS Registered Principal was recognized as one of the Independent Advisors in the United States in this 12th edition of their Top 100 Independent Advisor ranking.

Full Story - https://bit.ly/2pfHZ3C

Source: Barron's “Top 100 Independent Financial Advisors,” DATE, 2018. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. 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.


Forbes recognizes Randy Carver as one of the Top 250 Wealth Advisors In The United States

September 14, 2018 - FORBES published the 2018 Top Wealth Advisors list of 250 advisors.  For the third year in a row Randy Carver the President of Carver Financial Services Inc. and a registered Principal with Raymond James Financial Services Inc. was included in this prestigious list.  This year Shook Research set thresholds to minimize the number of nominations from the more than 400,000 advisors in the United States.   They received 25,732 nominations,  invited 9,596 to complete a survey did 7,174 telephone interviews and 1,503 in-person interviews before selecting the 250 on the list.

Full Story - https://www.forbes.com/profile/randy-carver/?list=top-wealth-advisors#6fd8c718739a

The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of  compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of August 2018): 25,732 Advisor nominations were received, based on thresholds. 9,596 Advisors were invited to complete the online survey. 7,174 Advisors were interviewed by telephone. 1,503 Advisors were interviewed in-person at the Advisors' location. Final list of the top 250 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. 


11th Year in a Row, Carver Financial Services wins Fast Track 50 Award for Lake & Geauga Counties

September 2018, Carver Financial was once again recognized as one of the The Lake-Geauga Fast Track 50 winners. The Fast Track 50 recognizes the contribution of local companies to Lake and Geauga county economies. The Fast Track 50 Committee compiles a list of the fastest-growing companies in Ohio’s Lake and Geauga counties. Companies are ranked by sales and employment growth over the previous five-year period and the top 50 are recognized. Carver Financial Services Inc. has consistently been recognized on this list for the last nine years.

The 2017 Lake-Geauga Fast Track 50 honors companies and individuals in Lake and Geauga counties who have shown growth. The Fast Track 50 Committee compiles a list of the fastest-growing companies in Ohio's Lake and Geauga counties. Companies can nominate themselves. To be eligible for the award, companies must be located within the two-county region, be organized as a for-profit business, and must meet a minimum sales profit. Companies are ranked by sales and employment growth over the previous five-year period and the top 50 are recognized. Winners are chosen by a math formula: 80% of weight is given to sales growth and 20% of weight is given to employee growth. To more fairly compare larger and smaller companies, the Fast Track 50 is divided into Established and Emerging categories. For 2017, Established companies must report revenue of at least $2.75 million in 2012, the baseline year for all evaluations. Emerging companies are required to have 2012 sales of between $250,000 and $2.75 million. There are 25 companies on each list. Out of 100 firms nominated, 50 received the award. This ranking is not indicative of future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Raymond James is not affiliated with The Fast Track 50 Award.


Randy Carver Named to 2018 Financial Times 400 Top Financial Advisers

March 22, 2018 – Mentor OH – Randy Carver has been named to the 2018 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.

This is the sixth annual FT 400 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on investment management.

Financial advisers from across the brokerage industry applied for consideration, having met a set of
minimum requirements. The applicants were then graded on six criteria: assets under management
(AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and
compliance records. There are no fees or other considerations required of advisers who apply for the FT
400.

The final FT 400 represents an impressive cohort of elite advisers, as the “average” adviser in this year’s
FT 400 has 28 years’ experience and manages $1.4 billion in assets. The FT 400 advisers hail from 38
states and Washington, D.C.

The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2018, roughly 880 applications were received and 400 were selected to the final list (45.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. 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. The FT is not affiliated with Raymond James.


Barron's again names Randy Carver to Top State By State Advisor Ranking list, Nationally and Ohio

March 12, 2018  Randy Carver was again named to Barron’s Top State By State Advisor Rankings list nationally and for Ohio. Randy  was ranked as one of the top five advisors in Ohio.   According to Reuters (February 11, 2015) there are roughly 285,000 financial advisors in the United States. Barron's listed their top 1,200 putting Randy in top  4/10ths of 1% of all advisors.

To see full listing click here.

Raymond James is not affiliated with Barron's. Neither Raymond James nor any of its Financial Advisors have paid a fee in exchange for this recognition.  Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This recognition is not indicative of future investment performance and may not be representative of individual clients' experience. .  Rankings are based on data provided by the nation's 4,000 most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't 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.


Randy Carver named to Forbes' List of Top Wealth Advisors

         

February 15, 2018 - Randy Carver was among the advisors named to the Forbes list of Best-In-State Wealth Advisors. The list recognizes advisors from national, regional and independent firms. 

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.


FORBES recognizes Randy Carver as one of the "Top Wealth Advisors In the United States"

September 26, 2017 FORBES recognized the Top Wealth Advisors in the United States. For the second year in a row Randy Carver was recognized on this prestigious list. “This recognition is a testament to the commitment and professionalism of our entire team”, commented Carver. Randy Carver and his team manage $1.2 billion in assets for clients globally.

See the FULL STORY and LISTINGS.

The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of September 2017): 19,872 Advisor nominations were received,
based on thresholds. 4,504 Advisors were invited to complete the online survey. 4,432 Advisors were interviewed by telephone. 923 Advisors were interviewed in-person at the Advisors' location. Final list of the top 250 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. 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 web-site or the collection or use of information regarding any web-site's users and/or members.


Case Western Reserve names Carver Financial Services, Inc. to 2017 Weatherhead 100

September, 2017 Carver Financial Services Inc. was recognized by Case Western University as a 2017 Weatherhead 100 company stating “this is a true testament to the hard work and dedication of you and your company”. The Weatherhead companies are recognized for their percent of revenue growth over the past five years.*

The rankings are based on data from the following: 12-month period of net sales from 2012 – 2016, 2012 net sales must be at least $100,000, Headquartered in Ashland, Ashtabula, Cuyahoga, Erie, Geauga, Huron, Lake, Lorain, Mahoning, Medina, Portage, Richland, Stark, Summit, Trumbull or Wayne County, not a franchise or subsidiary of another company between 2012 – 2016 and must be a for-profit organization. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Case Western University / Weatherhead 100 is not affiliated with Raymond James.


Barron's names Randy Carver to "Top 100 Independent Wealth Advisors" in the Country

September 18, 2017 Randy Carver, the President of Carver Financial Services, Inc., an independent practice, was once again included on the Barron's list of the "Top 100 Independent Wealth Advisors" in the country.

“It’s a tremendous honor to be recognized as one of the top independent financial advisors in the country,” Caver said. “I’m proud to be in the company of such a distinguished group. While Barron’s has recognized me this really reflects on the quality of the team at Carver Financial Services Inc. without all of whom this would not be possible,” he commented.

Barron’s  produced the listing of top advisors after weighing factors such as client assets under management, philanthropic work, compliance record and the overall quality of their practices. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.  There are more than 450,000 licensed financial advisors in the United States so being named one of the top 100 independent advisors is  a unique recognition.     Sterling Shea, the head of Advisory Programs at Barron’s commented “The advisors included in this group represent teams with extraordinary talent, expertise, and passion for helping clients to achieve better financial outcomes.”   *

“Congratulations to Randy Carver on being recognized as one of the very best independent advisors in the nation," said Scott Curtis,  President of Raymond James Financial Services. “Being named to Barron's list is a testament to Randy’s longstanding commitment to putting his clients' interests first and helping them achieve their financial objectives.”

*Barron's Top 100 Independent Financial Advisors
 Source: Barron's “Top 100 Independent Financial Advisors,” September 2017. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic
 work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. 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.


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