Sandra Carver (1947-2013)

Sandra Carver (1947-2013)

Founding Partner (1992-2013)

Sandra began her career in the financial services industry in the banking arena.  She had 17 years in banking, with her last position as Vice President of a community bank.  Her previous banking duties included management of the certificate of deposits portfolio, client marketing, branch management, loan decisions and proper loan documentation; as well as daily monitoring of bank's overnight investments.  Her duties also included routine day-to-day banking operations.  In these roles, she learned a broad understanding of the financial needs of her clients.

Sandra attended Lee University (Cleveland, TN) and Kennesaw State University (Kennesaw, GA).  Her securities registrations included Series 6, 7, 63, and 65.  She also maintained insurance licenses in life, health & sickness, and variable products.  She had been a registered representative and investment advisor since 1992 up until her death in 2013.  Sandra had an accomplished track record as a leader among her peers.

Sandra was actively involved in the management of retirement portfolios.  Many of those retirement accounts include corporate rollover IRAs from BellSouth, Georgia Power and Merck.  She had attended advanced retirement planning courses to support her goal of offering the best possible long-term growth with income portfolios for the retiree.

Sandra was married to Ron Carver who passed away in 2015.  They have 2 children and 9 grandchildren.  Their family includes a daughter Stephanie Hughes, and a son Rich Carver.  Stephanie and her husband Richie have two daughters, Halle and Kaleigh.  Their son Rich and his wife Jennifer have seven children, Christian, Andrew, Matthew, and Rachel, Aaron, and Mary.