Staff and Advisors

Marj Phelps

Receptionist/Client Service Administrator

Marj graduated from Eastlake North High School and earned her information systems certificate from Lakeland College in 1994. Prior to joining Carver Financial Services in the spring of 2003, she worked as a customer service representative at a local manufacturing company. Her responsibilities include greeting clients, coordinating communication with outside investment companies and related client service functions. Outside of the office, Marj enjoys spending time with her family, which includes Jim, her husband, and two daughters, Kate and Corinne. Her hobbies include gardening and home improvement projects.

Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC

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.

© 2010 Raymond James Financial Services, Inc., member FINRA / SIPC