Upcoming events

Open House 2.13.20

February 13, 2020
3:00 - 7:00 pm

You're invited to join us as we celebrate our growth and the expansion of our office building.

  • Enjoy refreshments and hors d'oeuvres.
  • Take a tour of the new 10,000 square foot expansion.
  • Free Valet will be provided.

We hope you will stop by!


Don Connelly 3.12.20

La Malfa Center • 5783 Heisley Rd. Mentor, OH

Come hear one of the financial industry's best storytellers. This is a night not to miss!

Don will discuss more than fifty cataclysmic events beginning with the Korean War and ending with today’s issues of cyber-hacking. In all fifty-plus cases, the refrain was clear. “This time it’s different.” The reality is that it’s never different. For more than two centuries, American markets have fallen, rebounded and gone on to set new highs. To understand where we are going, it’s important to understand where we have been. You are invited to this fun, informative presentation!

* The Dow Jones Industrial Average has grown from less than 200 in 1950 to over 28,000 today, despite multiple catastrophic events that caused the media to announce, “This time it’s different.” As look forward, we continue to hear this refrain.

Join us on Thursday, March 12 at 7:00 pm

LaMalfa Center
5783 Heisley Rd. Mentor OH

There is neither a cost nor any obligation to attend this exclusive event. You are encouraged to invite family and friends, but due to limited seating, advanced reservations are required. If you have questions, feel free to contact our office at carverfinancialservice@raymondjames.com or 440-974-0808. Click below to register.

About Don Connelly
Don Connelly is perhaps the financial industry’s most successful speaker and storyteller. Don has more than 45 years’ experience in the financial services industry and has spoken with tens of thousands of investors and financial services professionals around the world. Audiences at England’s Cambridge University, Harvard and the Wharton School of Business have all benefited from his presentations and now you can too!  He has shared his wisdom and insight globally in New Zealand, Australia, Spain, Canada, England, Ireland, and South Korea just to mention a few countries.

Don was the first speaker that we had in 1987 and we are pleased to welcome him back!

* The Dow Jones Industrial Average (DJIA), commonly known as “The Dow” is an index representing 30 stock of companies maintained and reviewed by the editors of the Wall Street Journal. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Past performance does not guarantee future results.

Raymond James is not affiliated with and does not endorse the services or opinions of Don Connelly.