MENTOR, Ohio – Aug 28, 2020 – Randy Carver, RJFS Registered Principal, and President of Carver Financial Services, Inc. was once again named toForbes’ 2020 list of Top Wealth Advisors. There were 32,325nominations received from across the U.S., 6 were recognized in Ohio, with Randy Carver being ranked #104.This is the fifth year in a row that Randy has been included on this prestigious list of top wealth advisors.
“It continues to be a tremendoushonor to be recognized as one of the top wealth advisors throughout the United States,” Caver said. “I consider it a privilege to receive this distinction and to be included in this group of elite wealth advisors. Although grateful for the recognition received byForbes, this really reflects on the dedication to excellence of every member of the team at Carver Financial Services. I am sincerelygrateful for the exceptional service and commitment that each member of our team provides to our clients, because without the team none of this would be possible.”
Since 1990, Carver Financial Services, Inc. has been helping clients in Lake County and around the world enhance and maintain their standard of living while simplifying their lives. Randy Carver and his team manage more than $1.5 billion in assets, providing comprehensive financial planning with a focus on retirement income.
You can reach Randy and his team at 440-974-0808 or carverfinancialservices@raymondjames.com.
Visit us on the web at www.carverfinancialservices.com.
Carver Financial Services, Inc. offers securities through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Data provided by SHOOKTM Research, LLC. Data as of 3/31/20. America’s Top Wealth Advisors (Forbes.com Aug. 2020). The ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of August 2020): 32,325 Advisor nominations were received based on high thresholds. 15,577 Advisors were invited to complete the online survey. SHOOK has conducted over 12,456 telephone interviews with advisors. 2,646 Advisors were interviewed in-person at the Advisors’ location. Final list of the top 250 Advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. Raymond James is not affiliated with Forbes orSHOOK Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information: https://www.forbes.com/top-wealth-advisors/.
Media Contact
Company Name: Carver Financial Services, Inc.
Contact Person: Kelley Drumm | Director of Marketing & Community Relations
Email: Send Email
Phone: +1 440-979-0808
Address:7473 Center Street
City: Mentor
State: OH 44060
Country: United States
Website: https://carverfinancialservices.com/