Polly Small, FPQPTM

Sr. Registered Associate


Polly joined the Carver team in 2014, as a Client Concierge. She holds her Series 7, 63 and 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, Louie and Tigger. Polly’s daughter Riley transferred back to Ohio and works for a local corporation as a financial analyst. Riley was married in Portugal in May 2019. Polly’s son Cooper is enjoying his senior year 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.