President And Ceo
CurrentIn 1990, Randy founded Carver Financial Services, Inc. to provide Personal Vision Planning® by offering clients unbiased investment information and a wide range of financial products and services through an international firm. He has offered securities through Raymond James Financial Services since 1990.Randy is a General Securities Principal (Series 24 license), Municipal Securities Principal (Series 53 license) and holds Series 7 and Series 63 securities licenses, in addition to a life, health and annuity insurance license. Randy has earned the Chartered Retirement Planning Counselors designation from the College for Financial Planning.Randy has taught accountancy board-approved continuing education courses for certified public accountants, as well as Supreme Court Commission on Continuing Legal Education-approved courses for attorneys since 1989. Randy has appeared as a commentator on Fox News, CNN, and CNNfn. Barron’s has named Randy Carver one of the top 1200 advisors in the United States and one of the top 10 in Ohio every year from 2010 – 2020. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.Randy has been featured in Forbes, Bankrate, The News-Herald, Crain’s Cleveland, The New York Times, and Toledo Blade.