Office Happenings: Spring 2020

Welcome

We continue to expand our team to better serve our clients. In April, we welcomed Olivia Mooney, our newest Client Concierge.

Congratulations

Members of our team regularly seek out ways to learn from each other, as well as pursue additional certifications and licensing within our industry. They find opportunities to deepen their knowledge through individual study, seminar attendance, continuing education, collaboration and team-focused training. We are proud to highlight some of our latest accomplishments.

CFS Chief Operating Officer and RJFS Financial Advisor Bobbi Bruner, CFP® earned her 63 license. Senior Registered Associate Deanna Kochensparger, FPQP™ has passed her Health and Life exam.

Senior Registered Associates Rebecca Mullenax, FPQP™ and Polly Small, FPQP™ are working toward acquiring their Chartered Financial Consultant® designations. Becky has completed the first module.

Senior Registered Associate Tamika Thomas, FPQP™ is studying to receive her Certified Financial Planner™ designation, along with Registered Associates Josh Croyle and Ryan Bennett. Ryan has successfully passed the first of six tests in order to be eligible to sit for the board exam and Josh has passed the first two.

Awards

We are proud to announce our latest awards and accolades for Randy Carver and the team at Carver Financial Services, Inc. You can find details about the awards, as well as the award disclosures on our Awards page. These include Barron’s magazine’s Top 1200 Independent Advisors in the United States, Financial Times 400 Top Financial Advisers and Forbes Best-in-State Wealth Advisors and Weather.

In addition to the national recognition, Carver Financial Services also received two local awards. For the 13th year in a row, Carver Financial Services has won the Fast Track 50 Award for Lake & Geauga Counties. We were also again named to the Case Western Reserve University 2019 Weatherhead 100 list, an elite group of companies that are the best example of leadership, growth, and success.

All of these awards are a result of the tremendous dedication and exceptional service of every member of the Carver Financial Services Team.

Building Expansion Completion

Carver Financial Building Expansion

We broke ground in the spring of 2019 on a 10,000 sq. ft. building expansion, which nearly doubled our office. The project was completed and an Open House celebration was held in February 2020. To see more details, plus pictures of the project and Open House, please visit our building website https://www.carverbuildingupdate.com/.

Thank you

It goes without saying how much we appreciate every one of our clients. We strive to provide our absolute best at all times and take great pride in reaching the highest quality and standards. We are honored to be able to share these latest accomplishments with you.

*All entities featured are independent of Raymond James.