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Carver Financial Services

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  • Our Approach
    • Personal Vision Planning®
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  • About Us
    • Meet the Team
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    • Randy’s Story
    • Philanthropy
    • About Raymond James
  • Resources
    • Our Videos
    • Randy’s Blog
    • Raymond James Resources
    • Carver University
      • Required Minimum Distribution (RMD)
      • Paying Off Student Loans: A Balanced Approach to Debt and Living
      • Retirement Resources
      • Why Insurance and Estate Planning Matter
      • The Power of Starting Young
      • Index Funds vs. Individual Stocks: Why Boring Wins
    • Client Access Videos
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Randy Carver Ranked #68 Among Barron’s 2024 Top 100 Financial Advisors

Randy Carver Ranked in the Top 100 Financial Advisors.

May 15, 2024 – Randy Carver, RJFS Registered Principal, and the President of Carver Financial Services, Inc. has been named one of Barron’s Top 100 Financial Advisors in the United States for 2024. Carver’s exceptional expertise and commitment to client success have propelled him to the impressive ranking of #68 among the nation’s leading financial advisors.

With over 30 years of experience in the financial services industry, Randy Carver has consistently demonstrated a steadfast dedication to providing personalized financial guidance and tailored wealth management solutions to his clients. His unwavering commitment to excellence, coupled with a deep understanding of market dynamics, has earned him the trust and admiration of both clients and peers alike.

Reflecting on this prestigious recognition, Randy Carver remarked, “It is truly an honor to be recognized by Barron’s as one of the top financial advisors in the nation. This achievement is a testament to the hard work and dedication of our entire team at Carver Financial Services. We remain committed to delivering exceptional value and guidance to our clients as we continue to navigate the complexities of today’s financial landscape.”

Randy Carver’s inclusion on Barron’s Top Financial Advisors list further solidifies his position as a leader in the wealth management industry and underscores his unwavering commitment to helping clients achieve their financial goals.

Visit here to see Randy’s Profile.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 1,160 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 (no criminal U4 issues), 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. This ranking is based upon the period from 1/1/23-12/31/23 and was released 05/10/2024. This ranking is not based in any way on the individual’s abilities in regard to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an 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.

Please visit https://www.barrons.com/advisor/report/top-financial-advisors/independent for the full story.

Category: Awards

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(Please click here for award criteria & disclosures.)

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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