• 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

Mark Spoerke, CFP®

RJFS Financial Advisor

e: mark.spoerke@raymondjames.com

Mark is part of the leadership group and is a CERTIFIED FINANCIAL PLANNER® professional within Carver Financial Services Inc. Since joining the team in 1999 as a financial advisor, Mark has worked with individuals and their families on all aspects of their financial planning needs. He prides himself in developing highly personalized, yet simple solutions to complex financial situations. Mark graduated from Allegheny College where he majored in psychology and minored in English. After college, he worked as a financial advisor for Wheat First Butcher in Fairlawn, Ohio, and Morgan Stanley Dean Witter in Westlake, Ohio. Mark maintains his Series 7, 63 and 65 licenses, as well as a life, health and annuity insurance license. In the summer, you?ll find Mark boating on Lake Erie with his wife Joelle, their two dogs, Morgan and Larry and their cat, Tito.

CFP® | CERTIFIED FINANCIAL PLANNER® | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER? and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board?s initial and ongoing certification requirements.

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.