Summer 2019

Welcome!

We continue to expand our team to better serve our clients. In April we welcomed two new Registered Associates Josh Croyle and Ryan Bennett.

Registered Associates, Josh Croyle and Ryan Bennett

Congratulations

Congratulations are in order for a number of our team members: Bobbi Bruner and Joe Lowe for receiving their CFP designations. RoseAnn DiVincenzo for earning her 53, Polly Small for earning her 63, Tamika Thomas for earning her Financial Paraplanner Qualified Professional TM designation, plus Josh Croyle & Ryan Bennett for passing their Health and Life exams. We are proud of the hard work and dedication all of our team members strive to achieve when it comes to education. Our goal is to be one of the most highly-educated Raymond James offices.

Award-winning

We are proud to announce the latest awards and accolades to Randy Carver and the team at Carver Financial Services, Inc., which you can find on our Awards page. These most recent awards include Randy being recognized as one of Financial Times 400 Top Financial Advisers. Weatherhead 100, an elite group of companies who are the best example of leadership, growth, and success. Forbes list of Best-in-State Wealth Advisors, recognizing advisors from national, regional and independent firms. Finally, Barron’s magazine has once again named Randy as one of the Top 100 Independent Advisors in the United States.

Building Expansion

We broke ground this spring on a 10,000 sq. ft. building expansion, which has nearly doubled our office. We anticipate the construction to be completed by late Fall. Follow our progress on our https://www.carverbuildingupdate.com/ website.

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.