• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Before Header

800.627.7279

  • Facebook
  • LinkedIn
  • YouTube

Carver Financial Services

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

  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Carver Cares
    • About Raymond James
  • Resources
    • Our Videos
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Client Access Videos
    • FAQ
    • COVID-19 Resources
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login
  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Carver Cares
    • About Raymond James
  • Resources
    • Our Videos
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Client Access Videos
    • FAQ
    • COVID-19 Resources
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login

Louis Preseren

Client Service Associate

e: louis.preseren@raymondjames.com

Louie joined the Carver Financial team as an intern in the summer of 2017. His internship coincided with his academic journey at Lakeland Community College where he was accepted into their prestigious College Credit Plus (CCP) program, allowing him to take accelerated Junior and Senior course work as well as college courses, all within the two years before completing high school. Upon graduation, he enrolled at the University of Akron to pursue a financial planning degree, and entered a mentorship program at Carver Financial. During his mentorship program, Louie assisting both Registered Associates and Advisors with a variety of administrative and direct client support, and was promoted to the roll of Client Service Associate in 2019. Upon graduation at the age of 20, Louie plans on studying for his Series 7 license, as well as the Certified Financial Professional™ (CFP®) designation, in his pursuit to become a Financial Advisor with Carver Financial.

When not working or taking a full time course load, Louie likes to spend his time with his family participating in fun outdoor activities, such as skeet shooting, lawn mower racing and gaga ball.   

Footer

Let’s Get Started


We’re ready to help you achieve your vision. Contact our team today.

Contact us

OUR APPROACH
ABOUT US
RESOURCES
EXPERIENCES

CONTACT US

OUR OFFICES
7473 Center St.
Mentor, OH 44060
Phone: 440.974.0808
Toll-Free: 800.627.7279
Email: carverfinancialservices@ raymondjames.com

STAY IN TOUCH
      

RECOGNIZED BY
    

         

(Please click here for award criteria & disclosures.)

SIGN UP FOR UPDATES

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.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Site Footer

Copyright © 2023 · Carver Financial Services · Our Privacy Policy · Member FINRA/SIPC · Designed by Fizz Creative, Site Built by PodWorx, Inc.