Winter 2017

mike-kristaAs we closed out 2016 we did it with a bang!  Advisor Mike Kelley took his longtime girlfriend, Krista on Christmas Eve to see the tree at Crocker Park.  While they posed for a photographer (that Mike had secretly hired) he dropped to one knee and asked Krista to be his wife.  She said YES!

They are planning for a fall 2017 wedding and we wish Mike and Krista all the best for a long, happy life together!!


Education is a constant theme in our office as Bobbi Bruner, just finished her second semester at Franklin University and is currently holding a 4.0 GPA.  Way to go Bobbi!

dexterNancy Williams continues to move forward and has already passed her 5th module of her CFP designation.  In addition to all the studying and working, Nancy and her family have added a new family member.  Meet Nancy’s new lab puppy Dexter.  Dexter joined his fur brother, Wilson “Bad-Dog’ Williams on January 15th.


lyndsay-deskWe are excited to welcome to the Carver Financial Services Team Lindsay Necci.   Lindsay joined the Carver team January 2017 as a Client Service Associate.  She graduated from Baldwin-Wallace College in 2005 with a Bachelor of Science in Business Administration and currently holds licenses series 6 and 63 as well as a life, health, and annuity insurance license.  Lindsay has 9 years in the financial industry primarily focusing in private banking.  She grew up in Willowick and currently resides in Mentor with her husband Tony and their two sons, Anthony and Ilario.  Outside the office Lindsay loves spending time with her family at the park, camping, and traveling to Arizona to visit relatives.

Lastly, we want to encourage you to click over to our events page and register to join us for several of our exciting upcoming events.   In March we have retired Navy Seal, David Rutherford coming to share his Froglogic with us, in May we help you Transition to Retirement, this is a seminar for all ages, not just those approaching retirement soon.  The summer months bring our Annual Charity Golf Outing in June, Wings and Wheels Car and Air Plane show, and Lake County Captains Client Appreciation night both take place in August.


                                                                  *All entries featured are independent of Raymond James.                                                                   Raymond James is not affiliated with David Rutherford.