Sara O’Neil, FPQPTM

Sr. Registered Associate, RJFS

Sara joined the Carver team in December 2015 as a Senior Registered Associate. She has 15 years of financial industry experience. She most recently acquired her Financial Paraplanner Qualified Professional TM designation. Sara holds Series 7 and 66 licenses and has a life, health and annuity insurance license. She helps coordinate each client’s overall experience by working closely with Kale. Sara understands the diverse needs of clients and prides herself on delivering exceptional client service. She has participated in many community support efforts, most recently the Healthy Cities playground build and assisting the Cleveland Food Bank. Originally from Monroeville, PA, she moved to Ohio in 2001. Although she loves her Pittsburgh sports teams, she married a Cleveland fan. She and her husband Ryan live in Chardon with their son, Alex. Her family enjoys working on their ‘62 Chevy C10, hiking in the local parks, visiting the zoo and the Lake County Farmparks. She and her husband also participate in a local dart league.