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Carver Financial Services

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Carver Financial Services recognized as a 2021 ThinkAdvisor LUMINARY

August 17, 2021, Carver Financial Services, Inc., was named to the inaugural class of 2021 ThinkAdvisor LUMINARIES in the key area of Thought Leadership & Education. This new and pioneering financial industry recognition program — ThinkAdvisor LUMINARIES — celebrates top advisors, industry executives, teams, RIAs, broker-dealers, asset/investment/portfolio managers, and other firms by showcasing their achievements. The award highlights how top-performing industry participants are producing meaningful results in the areas that matter most to advisors and their clients. The winners were selected by a distinguished and diverse panel of judges from across the advice industry, as well by the ThinkAdvisor editorial team. Carver Financial will be honored at the inaugural ThinkAdvisor LUMINARIES Awards Dinner, which will take place on November 9, at the Mandarin Oriental in New York.

“It is a tremendous honor for our team to be recognized as one of the top independent financial advisory firms in the United States, as part of ThinkAdvisor’s inaugural awards program.” Randy Carver, President & CEO, Carver Financial Services, Inc. RJFS Registered Principal said. “This achievement is a direct reflection on the commitment and dedication to excellence of every member at Carver Financial, as we strive to be one of the most highly-educated teams at Raymond James.”

Visit https://www.thinkadvisor.com/2021/08/16/meet-the-luminaries-class-of-2021/ for a list of award winners.

Carver Financial Services Inc. offers securities through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

ThinkAdvisor’s LUMINARIES awards aim to celebrate the achievements of advisors, industry executives, teams, RIAs, broker-dealers, asset managers and other firms by showcasing their achievements in four key areas, including Diversity & Inclusion, Thought Leadership, Executive Leadership and Dealmaking/Growth. Members of the Class of 2021 LUMINARIES were selected by a diverse panel of judges from across the advice industry, and the ThinkAdvisor editorial team. Out of several hundred participants and nominations, the winners represent individuals, companies and executives from 150 firms. For the Thought Leadership & Education award, the judges looked for a clear demonstration of leadership and innovation in how the industry is approaching a key area, such as advisor training/consulting, retirement, financial planning, practice management, client education, behavioral finance, human resources and compliance. The individuals and/or firms needed to have launched a program or project that has not been done before for clients or other industry participants. Such efforts must be improving or aiming to improve current industry thinking and approaches to key issues. 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. ThinkAdvisor and ALM Media Properties, LLC are not affiliated with Raymond James.

 

Category: Awards

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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. and Carver Financial Services Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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