Cary Carbonaro

In this engaging conversation, Cary Carbonaro, a seasoned financial advisor and advocate for women in finance, discusses the impending wealth transfer to women and the obstacles they face in financial empowerment. She highlights the significant role women will play in managing assets and the necessity for financial advisors to adapt their approaches. Cary also dives into the unique challenges encountered by childless women and the overall need for better representation and communication strategies in the financial industry to better serve female clients.

Cary Carbonaro, Senior VP and Director of Women and Wealth Services at Advisor Capital Management, shares her incredible journey after selling her practice to United Capital and navigating its acquisition by Goldman Sachs. She discusses how corporate changes challenged her marketing strategies and personal fulfillment. Cary emphasizes the importance of resilience during her career reinvention, particularly for women in finance, and highlights her efforts to provide emotional support and mentorship while reshaping her definition of success beyond mere business growth.