The firm was recognized for its valuable contribution to the industry as a LUMINARIES Class of 2022 Finalist
June 30, 2022 Carver Financial Services is proud to be recognized as a Class of 2022 Finalist in the second annual LUMINARIES awards by ThinkAdvisor, the online resource center and publisher of ‘Investment Advisor’ magazine.
Previously chosen for the inaugural LUMINARIES Class of 2021, Carver Financial Services was once again selected as a finalist in ‘Thought Leadership & Education’. The category is open to firms “making outstanding efforts to better understand and train new and existing industry participants”.
The finalists were chosen from hundreds of nominees and announced in mid-June. Among the other finalists for the ‘Thought Leadership & Education’ award this year are Morgan Stanley, BlackRock, and Bank of America.
ThinkAdvisor created the LUMINARIES Award to honor industry members for the dynamic and inclusive ways they are contributing to the entire investment advisory ecosystem.
“We are honored to be recognized for thought leadership. We believe that this is key to helping our clients and community.
“Today there is a huge volume of information available from multiple sources; however, much of it is incomplete or just wrong. We take our role as educators seriously and are committed to helping our clients and community cut through the noise,” commented Randy Carver, President & founder of Carver Financial Services.
Educational resources provided by Carver Financial Services include live events, monthly client memos, Randy Carver’s blog, and video content distributed through YouTube and the firm’s own Roku TV channel.
The winners will be announced at the 2nd Annual ThinkAdvisor LUMINARIES Awards Dinner held in New York City in November 2022.
To learn more about the 2022 LUMINARIES, click here.
About Carver Financial Services
Since 1990, Carver Financial Services, Inc. has been helping clients in Lake County and around the world enhance and maintain their standard of living, while simplifying their lives. The firm manages over $2.3 billion in assets for clients globally, as of December 2021.
The ThinkAdvisor 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 2022 LUMINARIES were selected by a diverse panel of judges from across the advice industry, and the ThinkAdvisor editorial team. 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 Advisers pay a fee in exchange for this award/rating. ThinkAdvisor and ALM Media Properties, LLC are not affiliated with Raymond James.
Visit https://event.thinkadvisor.com/luminaries-awards/class-2022 for a list of award winners.