April 4th, 2024 – Randy Carver, RJFS Registered Principal, and President of Carver Financial Services Inc., was named to Forbes’ 2024  “America’s Top Wealth Advisors” list. Randy ranked 97^th out of 250 in America. This is the third consecutive year that Carver has been recognized by Forbes on this prestigious list of elite wealth advisors.

Forbes’ Top Wealth Advisors list is highly regarded, recognizing individuals who have demonstrated excellence in managing the financial affairs of high-net-worth clients. Randy Carver’s inclusion on this list highlights his unwavering commitment to providing exceptional service, strategic financial guidance, and personalized solutions to his clientele.

Upon receiving this esteemed recognition, Randy Carver expressed gratitude for the support of his clients and the dedication of his team. He remarked, “It is truly an honor to be recognized among such esteemed professionals in the wealth management industry. This achievement reflects our unwavering commitment to serving our clients’ best interests and helping them achieve their financial goals.”

Randy Carver is known for his personalized approach to wealth management, understanding that each client has unique needs and aspirations. He and his team are dedicated to providing tailored solutions that align with clients’ objectives, whether it involves retirement planning, investment management, estate planning, or other financial goals.

The Forbes Top Wealth Advisors List highlights top advisors across the country who are researched, interviewed, and assigned a ranking within their respective states and markets.

The Forbes America’s Top Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of August 2023): 42,108 Advisor nominations were received based on high thresholds. 22,874 Advisors were invited to complete the online survey. SHOOK has conducted over 17,996 telephone interviews with advisors. 3,859 Advisors were interviewed in-person at the Advisors’ location and 1,487 interviews were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/top-wealth-advisors/ for more info.