This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Ana Trujillo Limon
Director, Coaching and Advisor Content at Carson Consulting
Speaker

Profile

Ana Trujillo Limón serves as the Director of Coaching and Advisor content at Carson Group and the host of the ReFrame podcast for women in wealth management. She started off her career as a reporter at the Santa Fe New Mexican before becoming an editor, first in the outdoor industry and later in the financial services space. Prior to joining Carson, she served as editor-in-chief for the APEX Award-winning Journal of Financial Planning. While at FPA, she also founded FPA Latino, a resource and support group for Latino FPA members. She is the co-founder of the SER Latino Advisor Summit and the financial literacy and running club, Mini Money Runners. She holds her bachelor’s degree in political science and journalism from the University of Miami, and her MBA from the University of Colorado at Denver.

Agenda Sessions

  • ELEVATE Roundtables

    11:00am