Polly joined the Carver team in 2014, as a Client Concierge. She holds her Series 7, 63 and Ohio Life and Health insurance license, as well as her Financial Paraplanner Qualified Professional™ designation. Her previous work experience includes construction and interior design. Polly grew up in Kirtland, and spent some time in Cincinnati and Orlando before returning to Ohio. She currently resides in Kirtland with her two dogs, Louie and Tigger. Polly’s daughter Riley transferred back to Ohio and works for a local corporation as a financial analyst. Riley was married in Portugal this past May. Polly’s son Cooper is looking forward to his senior year at The Ohio State University in Columbus Ohio. In her spare time, Polly likes traveling, skiing, and cooking. She also enjoys spending time outside in Northeast Ohio’s beautiful parks.
Polly Small, FPQP™
Sr. Registered Associate