Office happenings

Fall 2018

We've seen tremendous growth over this past year, as we have added four new members to our team.

Joe Lowe joined us in December of 2017 as a RJFS Financial Advisor. Nicole Remesik began in August of this year as a Client Concierge I. Tamika Thomas came on board in September as a Registered Associate and Kelley Drumm joined the team in October as the Director of Marketing and Community Relations. We are so glad to have these new members on our team to help support all that we do for our clients.

Randy and Christine have a new "fur baby" Mongo who joined the family this past year as their newest Rottweiler puppy. He’s adorable and receives all kinds of love and attention when he visits the office.

We would like to congratulate Bobbi Bruner for her recent promotion to Chief Operating Officer, as well as completion of her Bachelor of Science along with a Financial Planning Certificate from Franklin University. Bobbi joined our staff in 1999 and continues to expand her role, professional education and responsibilities We would also like to congratulate Nancy Williams and Raj Chatterjee for receiving their CFP designation. This is a very difficult and prestigious achievement. Congratulations also go out to Tamika Thomas for passing her Health and Life exam. We are always amazed at how hard our folks work at seeking ways to learn and improve themselves. We are excited to share with you this ever increasing knowledge that our team members strive to achieve. It helps us improve our clients quality of life and helps make our community a better place to live.

We are proud to announce the latest awards and accolades to Randy Carver and the team at Carver Financial Services, Inc., which you can find on our Awards page. These most recent awards include Randy being recognized as one of Financial Times 400 Top Financial Advisers. Weatherhead 100, an elite group of companies who are the best example of leadership, growth and success. Forbes list of Best-in-State Wealth Advisors, recognizing advisors from national, regional and independent firms. Carver Financial Services, Inc. was also again named to Fast Track 50 for the 11th straight year.  Finally, Barron’s magazine has once again named Randy as one of the Top 100 Independent Advisors in the United States.

It goes without saying how much we appreciate every one of our clients. We strive to provide our absolute best at all times and take great pride in reaching the highest quality and standards. We are honored to be able to share these latest accomplishments with you.

*All entities featured are independent of Raymond James.