Bobbi J Bruner, FPQPTM

Associate Advisor

Bobbi is a senior registered associate and part of the leadership group within Carver Financial Services, Inc. Bobbi helps coordinate each client’s overall experience with our team by working closely with Mark and Kale. Bobbi joined the team in 1999, but has known the Carver family since shortly after the
birth of Cidney, in 1988. She holds a Financial Paraplanner Qualified Professional TM designation, which she uses to assist advisors when addressing a client’s overall financial goals. Bobbi also maintains a Series 7 license, as well as a life, health and annuity insurance license. She is currently pursuing a Bachelor of Science degree with a financial planning certificate. Upon completion Bobbi will sit for her CERTIFIED FINANCIAL PLANNER™ exam. Locally born and raised, Bobbi and her husband Brent, stepson Bobby, and their dog Bugsy, still reside in Mentor.