Polly Small, FPQPTM

Sr. Registered Associate

Polly joined the Carver team in 2014 as a Client Concierge. Polly obtained her Series 7 in 2017; in 2018 she dedicated her spare time to study in order to earn her Ohio Life and Health insurance license, as well as her Financial Paraplanner Qualified Professional TM designation. Her previous work experience includes construction and interior design. Polly grew up in Kirtland, and spent some time in Cincinnati and Orlando before returning to Ohio. She currently resides in Kirtland with her two dogs, Louis and Tigger. Polly’s daughter, Riley also works as a financial analyst in Naples, Florida. Polly’s son, Cooper, is a junior at The Ohio State University in Columbus Ohio. In her spare time, Polly likes traveling, skiing and cooking. She also enjoys spending time outside in Northeast Ohio’s beautiful parks.