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Sarah C

Series 66

Fairview Heights, IL

Raymond James Financial

Sarah Caravia is a financial advisor with Raymond James Financial in Fairview Heights, IL, holding a Series 66 designation and bringing 18 years of industry experience. Prior to joining Raymond James in 2016, she worked for Edward Jones for 11 years. Outside of advisory work, she serves as president of Caravia Enterprises LLC, a real estate holding entity, and is a partner in FACT Group II LP, a company owning investment real estate properties in the St. Louis metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, supported by risk profiling and analytical tools, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Phillip C

Series 63, Series 66

Fairview Heights, IL

Raymond James Financial

Phillip Caravia is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes ten years at Edward Jones before joining Raymond James in 2016. He serves on the board of the Belleville Public Schools District #118 Educational Foundation and owns Phil Caravia Golf, through which he participates in golf tournaments. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and employs advanced modeling tools, supporting clients through advisory programs and is noted for its municipal advisory affiliations and specialized consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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