Randy Carver

Randy Carver

Randy Carver, CRPC® is President of Carver Financial Services Inc., an independent registered investment advisor and a registered principal with Raymond James Financial Services Inc. (member FINRA/SIPC). The Carver Financial Services team manages in excess of $1 billion for clients globally.

Randy has worked in the financial services industry since 1986 and founded Carver Financial Services Inc. in 1990. Randy is a General Securities Principal (Series 24 license), Municipal Securities Representative (Series 53 license) Commodities Principal (series 31), holds Series 7 and Series 63 securities licenses, in addition to life, health and variable annuity insurance licenses. Randy has earned the Chartered Retirement Planning Counselor® designation from The College for Financial Planning®.

The August 2017 issue of Barron’s named Randy Carver as one of the Top Independent advisors in the United States. Randy has been recognized by Barron’s each year since 2008. The rankings are based on data provided by the nation’s most productive advisors. The selection is based upon a number of factors including “assets under management, the quality of the practice revenue produced for the firm, regulatory record, and philanthropic work”. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

Randy has taught Accountancy Board approved CPE courses and Supreme Court Commission on Continuing Legal Education approved courses for attorneys since 1987. Randy was featured as one of the “50 Most Interesting People in Cleveland” by Cleveland Magazine and has appeared as an expert commentator on FOX, CNN and CNNfn TV, USA Today, the New York Times and The Wall Street Journal.

Organizer - DiCello Levitt & Casey

DiCello Levitt & Casey is a different kind of law firm – one that combines excellence in class action, mass tort, catastrophic injury, civil rights, and commercial litigation. Practicing nationwide – and internationally – from offices in Chicago and Cleveland, we are an aggressive, attentive, and creative plaintiffs’ firm whose work speaks for itself – billions of dollars in recoveries in some of the highest-profile matters in U.S. history.

Revered by clients and respected by defense counsel, our team gets results.

DiCello Levitt & Casey

Organizer - Carver Financial Group

The advisors/professionals at Carver Financial Services Inc. approach each client with a personalized plan to meet their objectives. Our distinctive level of service is complemented by in-depth knowledge, objective advice, and the comprehensive support and resources of one of the nation’s largest independent financial services firms.

Our clients enjoy immediate and unlimited access to a team of financial professionals with over 100 years of combined experience who are thoroughly familiar with their unique circumstances and objectives – and our clients’ needs are always addressed promptly and courteously.

Securities offered through Raymond James Financial Services Inc. member FINRA/SIPC

Carver Financial Services