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Carver Financial Services

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  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
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    • Awards & Recognition
    • 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
      • 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 Recognized on Top 100 Advisors to Watch (Over $1B)

June 2023 – Randy Carver, RJFS Registered Principal, and the President of Carver Financial Services, Inc. has been recognized as #11 on AdvisorHub’s list of the 2023 Top 100 Advisors to Watch (Over $1B). This recognition underscores Carver’s commitment to providing unparalleled financial guidance and his team’s dedication to the success and satisfaction of his clients.

Carver has been a financial advisor for over 30 years and has consistently been recognized for his expertise in the industry. He specializes in developing customized investment strategies that align with his client’s long-term goals and risk tolerance. Throughout his career, Randy Carver has placed an emphasis on fostering long-term relationships built on trust and transparency. By taking the time to understand his client’s unique needs and goals, he has been able to develop personalized strategies that align with their aspirations.

Upon receiving the notice of his recognition, Carver expressed his appreciation to his clients and team, saying, “I am truly honored and humbled to be recognized as the #11 Advisors to Watch on this prestigious list,” said Randy Carver. “My primary focus has always been on helping my clients navigate the complex financial landscape and achieve financial security. This recognition serves as a testament to the hard work and dedication of my entire team and our unwavering commitment to our client’s success.”

As a thought leader and industry influencer, Randy Carver frequently shares his insights through public speaking engagements, media appearances, and educational resources. His dedication to educating individuals about financial literacy has made a positive impact on countless lives.

With his constant pursuit of excellence and innovation, Randy Carver continues to raise the bar for financial advisors nationwide. As a member of the Top 100 Advisors to Watch list, Carver serves as an inspiration to his peers and a beacon of trust for individuals seeking expert financial guidance.

The 2023 AdvisorHub 100 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of 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 AdvisorHub.

Please visit https://www.advisorhub.com/advisors-to-watch-over-1b-2023/  for the full list. 

Category: AwardsTag: 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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