Assets: $3 Billion | Team Members 28 – Carver Financial Services

January 29, 2025

Achieving a new milestone in November of 2024, reaching $3 Billion in client assets, and growing the team to 28, with 11 advisors on the team. We continue to implement new technology and utilize AI to enhance efficiency and client experience.

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.

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Assets: $3 Billion | Team Members 28

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