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    Randy Carver

    President and CEO of Carver Financial Services, Inc.

    Randy Carver is a prominent financial advisor and the President and CEO of Carver Financial Services, Inc., which he founded in 1990. He has been a Registered Principal at Raymond James Financial Services since the same year. His firm manages over $2 billion in assets for clients globally and has consistently been recognized for its performance and service quality.13

    Background and Education

    Born in New York City and raised in Baltimore, Maryland, Randy spent his teenage years in Toronto, Canada. He began his entrepreneurial journey at a young age, running several businesses including a catering service and home renovation companies. Randy earned a degree in economics from Oberlin College in 1986, after which he opened a branch office for a regional brokerage firm in Mentor, Ohio, quickly establishing it as one of the firm's most successful offices.12

    Professional Credentials

    Randy holds multiple professional licenses including:

    • General Securities Principal (Series 24)
    • Municipal Securities Principal (Series 53)
    • Series 7 and Series 63 securities licenses
    • Life, health, and annuity insurance licenses

    He is also a Chartered Retirement Planning Counselor (CRPC®) and a Certified Divorce Financial Analyst (CDFA®) .12

    Recognition and Contributions

    Randy has been consistently recognized as one of the top financial advisors in the United States by publications such as Barron’s and Forbes. He has appeared as a commentator on major media outlets including FOX Business, CNN, and Yahoo Finance. His accolades include being named one of Barron’s top 1200 advisors annually since 2010 and being included in Forbes' list of Top 250 Wealth Advisors .134

    Personal Life

    Randy resides in Kirtland Hills, Ohio, with his partner Christine and their four dogs. He has a daughter who lives in Tel Aviv, Israel. In addition to his professional pursuits, Randy is a licensed private pilot and enjoys various hobbies such as gourmet cooking and motorcycle riding .13

    Highlights

    Jun 27 · twitter.com
    Financial Planning on X: "There are many new AI tools; not all are all a ...
    Show me your stack highlights AI tech tools at Raymond James' Carver ...
    Oct 20 · forbes.com
    Randy Carver - FORBES | SHOOK

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    Randy Carver
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    Experience

    President and CEO at Carver Financial Services, Inc. (November 1990 - Present)
    Branch Manager at Edward Jones (1987 - 1990), Registered Principal at Raymond James (December 1990 - Present)

    Education

    Bachelors in Economics & Communications from Oberlin College (1982 - 1986)

    Location

    Mentor, Ohio, United States