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

Cary Carbonaro
Senior Vice President, Director of Women and Wealth at Advisor Capital Management
Speaker

Profile

Cary is an award-winning Certified Financial Planner professional with over 25+ years of experience. She is a tireless advocate for women in the financial industry and is passionate about increasing financial literacy and empowering women to overcome any financial challenge they face. Before joining ACM Wealth, Ms. Carbonaro was Vice President, Head of Office at Goldman Sachs. At United Capital, she founded and served as Head of Women’s Leadership. She was a Managing Director, Partner, Voice of the Women, Finlife Coach, Managing Director Most Valuable Player and her financial planning practice was a Diamond office winner.

Cary is the author of the bestselling wealth management book for women, The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear. She is a CFP® Board Ambassador and was appointed to represent the industry in the media. She is the 2016 recipient of the prestigious Investment News Women to Watch award and was ranked #4 on Investopedia’s Top 100 Financial Advisors list in 2019. She was listed in the Top 100 Investopedia in 2018-2020 and 2023. She is an Investopedia’s Top 10 Woman in 2023. She is also 2023 Finalist: ThinkAdvisor LUMINARIES Thought Leadership

She is the founder of FemmeForce a non-profit which serves as a mentorship collective dedicated to elevating women in the financial services world. Her expertise is highly sought after, and she has offered commentary while appearing on both local and national television news outlets.

She spearheads the establishment of the Women and Wealth division of ACM Wealth, which aims to provide women and families strategic financial planning guidance and wealth management support to help them live the lives they want. She has spoken all over the world on financial literacy for women.



Agenda Sessions

  • NextGen Mentor-Mentee Speed Dating

    2:00pm
  • Tech Stack(ed) For Growth: A Case Study in Client Experience

    1:50pm