Randy Carver, CRPC®

President and CEO, Carver Financial Services, Inc.
RJFS Registered Principal

Randy Carver was born in New York City, grew up in Baltimore, Maryland, and spent his teen years in Toronto, Canada. As a teenager, Randy started and ran several successful businesses, including a catering firm and two home renovation companies. He attended Oberlin College where he earned his degree in economics. Upon graduating in 1987, Randy opened a branch office for a regional brokerage firm in Mentor, Ohio. The office became one of the company’s most successful within three years.

In 1990, Randy founded Carver Financial Services, Inc. to provide Personal Vision Planning™ by offering clients unbiased investment information and a wide range of financial products and services through an international firm. He has offered securities through Raymond James Financial Services since 1990.

Randy is a General Securities Principal (Series 24 license), Municipal Securities Principal (Series 53 license) and holds Series 7 and Series 63 securities licenses, in addition to a life, health and annuity insurance license. Randy has earned the Chartered Retirement Planning Counselors designation from the College for Financial Planning®.

Randy has taught accountancy board-approved continuing education courses for certified public accountants, as well as Supreme Court Commission on Continuing Legal Education-approved courses for attorneys since 1989. Randy has appeared as a commentator on Fox News, CNN and CNNfn.  Barron’s has named Randy Carver one of the top 1200 advisors in the United States and one of the top 10 in Ohio each year since 2010. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Randy has been featured in Barron’s, Forbes, The Financial Times, The News-Herald, Crain’s Cleveland, The New York Times and Toledo Blade. He lives in Kirtland Hills, Ohio, with his significant other, Christine, and their three dogs, Hercules, Mongo and Apollo. His daughter Cid is now living in Tel Aviv, Israel. Randy is a licensed private pilot, flying a twin-engine Cessna for both business and pleasure and pursues other eclectic hobbies ranging from gourmet cooking to riding motorcycles.

*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. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.