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Carver Financial Services

Creating wealth management solutions based upon individual needs, goals and risk tolerance.

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  • Our Approach
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  • About Us
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Kelley Drumm, MBA

Director of Marketing & Community Relations

e: kelley.drumm@raymondjames.com

Kelley Drumm joined Carver Financial Services as the Director of Marketing and Community Relations in October 2018. She has been in the financial services and insurance industries since 2007, and has been featured in Crain’s Cleveland Business and Cleveland Business Connects Magazine for her marketing work.

After graduating from Bowling Green State University in 2007, Raj began his career as a Financial Advisor with Wells Fargo Advisors. His focus is to help families understand financial markets and guide strategies to help ensure they can reach their goals. Raj received his MBA from Cleveland State University in 2012, focusing his studies on finance. Additionally, he maintains a Series 7 and 66 license, as well as a life, health, and annuity insurance license.

Before joining the team, Kelley spent ten years as the Marketing Director at Szarka Financial in North Olmsted, OH, where she helped a producer group of seven advisors and their support team with marketing, PR, business development and compliance.

Kelley’s background includes marketing and sales with organizations such as Vitamix Corporation and American Greetings, as well as technology training with the Cleveland Clinic Health System. She was the Director of Marketing for Roundstone Management, a general underwriter, providing marketing and PR to advisors and business owners throughout the US. Kelley ran her own marketing consulting firm, Keane Marketing Consulting, where she assisted small businesses and non-profit organizations with marketing, PR, events and business development strategies.

Since 2004, Kelley has also been a member of the American Advertising Federation-Cleveland (AAF-CLE), and was named Rookie of the Year for their 2005-2006 program year for exemplary volunteer involvement. She was appointed to the Board of Directors as an Associate Director in 2006, and held a term as a Director from 2007-2011. During her tenure as a Director, she was also a delegate representing AAF-CLE for the Northeast Ohio Communications Advocates (NOCA).

Kelley graduated from Cleveland State University in 1995 with a BA in Communication and completed her Master in Business Administration in 2005 at Indiana Wesleyan University. Kelley enjoys traveling and playing golf. She lives with her husband John and their son Thomas in Mentor.



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Securities offered 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.

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