Bobbi J Bruner, FPQPTM
CFS Chief Operating Officer
RJFS Associate Advisor
Bobbi is our Chief Operating Officer and part of the leadership and investment committees within Carver Financial Services, Inc. After years of helping coordinate each client’s overall experience with our team by working closely with all of the advisors, Bobbi’s role has expanded to include operations of the organization. Bobbi joined the team in 1999, but has known the Carver family since shortly after the birth of Cidney, in 1988.
She holds a Financial Paraplanner Qualified Professional TM designation, which she uses to assist advisors when addressing a client’s overall financial goals. Bobbi also maintains a Series 7 license, as well as the Ohio life, health and annuity insurance license. In December 2018, she obtained her BS in financial planning from Franklin University in Columbus, Ohio and now will sit for the CERTIFIED FINANCIAL PLANNER™ exam. Locally born and raised, Bobbi and her husband Brent, stepson Bobby, and their dogs Bugsy and Bogart, still reside in Mentor.