- 2025
- Nasdaq Innovation Virtual Summit, February 6
- Rollins College of Business | Winter Park, FL | March 4, Women the Workplace and Money
- Global Wealthtech Summit | New York | March 18
- RIA Edge | Nashville | April 1
- Women in Independent Wealth Summit | Newberg, OR | April 9-10| Great Wealth Transfer
- CFP Board | Serving Female Clients| April 16 Virtual
- 10th Annual Invest in Woman | Boston, MA | April 21-23| Why Women Leave Their Advisors
- Wealth Management Edge | Boca Raton, FL | June 10-12| The Great Wealth Transfer is Female—Are You Ready?
- Equities.com Serving Women Thoughtfully| June 18| Money on Her Mind, How Women Think and Feel About Money
- Women in Private Wealth Retreat, Markets Group | Nashville, TN | Aug 4 |The Psychology of Money |Empowering Women, How to Secure Your Seat at the Table
- Global Real Estate Investors Conference | Miami | September 4
- RIA West Investment Forum | Newport Beach, CA | September 9 | As Women’s AUM Grows, Will the Presence of Women RIAs Follow Suit?
- State University at New York at Cortland |Executive in Residence| Women and Wealth |Sept 18
- Rock the Street Wall Street |Chicago| Oct 5 Women and Wealth |Sisterhood of Finance Afternoon Tea
- CFP Board Connections Conference | Chicago | Oct 4-6 Oct 22 Keynote 84 Trillion in Motion: How Women are Redefining Wealth
- Long Island University | Women, Workplace and Money | Manhasset, NY Oct 10
- CFP Board | Women In Financial Planning | Oct 22 | Virtual Women in Financial Planning
- 2024
- ARDA Win Winter Conference Jan 24, Hilton Orlando.
- American Resort Development Association, Women Leadership- Speaking on Women the Workplace and Money
- Wealth Management Convergence | Monday, March 11 – 11:15am-12:00pm, West Palm Beach, FL
- Longevity: Why the 60/40 Glidepath is Outdated and Must be Replaced
- Invest in Women, Addressing the Needs of Female Clients West Palm Beach, FL March 13-14, Topics, Working with Female Breadwinners and Uncovering Needs of Divorced Women
- SHIFT March 24 and 25, Topic, “Knowing Your Clients on a Deeper Level”
- The go-to industry event for financial advisors who celebrate the impact of holistic, human-first financial advice and explore the latest industry changes at Walt Disney Swan
- Women in Leadership regarding the State of the Industry for Citywire’s RIA event in Charleston April 25th-26th.
- Private Wealth Florida Forum – May 2 2024, at The PGA National Resort. My topic is The Future of Wealth Management
- Wealth Management Edge Conference, Hollywood, FL, May 13-15 Tech and Marketing Stacked for Growth
- Withum Public Accounting Firm, Women’s Leadership, Women The Workplace and Money, June 5th 2024
- Association of African American Financial Advisors Women’s Conference, EmpowerHer: Unveiling The Power Of Women Advisors And Client Empowerment, Chicago, June 20, 2024
- Futureproof “The Destiny of Demographics, Its a Women’s World” Sept 17th Huntington Beach California
- RIA Edge West, Women’s Leadership Breakfast Sponsored by Schwab, Oct 10 Los Angeles
- Trade Talks by NASDAQ , Oct 17
- Florida RIA Summit, Nov 7 Tampa, “Women in the Wealth Management Industry”
- Global Economic Outlook & Mega-Trends Panel | The Tampa Active Exchange 2024 | Titan Investors Dec 10 Tampa, FL
- 2023
- EmpowHER The Voices of Our Future (For teens) in Cold Spring Harbor, NY
- Annual Mike Holt Enterprises Event, Business Symposium – “Taking Control of Your Finances” June 22, 2023
- Facilitator of the Adulting Game, July 2023 Annual Girl Scout Convention, Coronado Springs, Disney Orlando
- Farleigh Dickinson’s College of Business: How to Speak with Female Clients
- Excel Represent, Carson’s Annual Women’s Leadership Conference in Orlando on Nov 16 2023 Foundation for Financial Plannings Pro Bono Study, Stories of Impact
- Florida RIA Summit, Dec 7th 2023 Don Cesar, St Pete Beach
- 2021
- Jr League of Memphis, “The Power of your Story” Keynote Speaker
- Turner Construction, “Women The Workplace and Money” Keynote Speaker
- Girl Boss Camp, Financial Speaker
- Domestic Violence Charity, Power of the Purse, Keynote Speaker
- 2019
- Power of the Purse, Keynote, Women, Wealth & Wine, United Capital, Denver, CO Jan 24, 2019
- Canon Women’s Leadership, Feb 21 2019, Long Island
- Boost Your Financial Confidence, an intimate conversation with Cary Carbonaro and Kara Murphy, March 26, Atlanta
- Financial Advisors Invest in Women Conference, Moderator and Speaker for Financial Therapy for Clients and Biggest Divorce Mistakes Clients Make April 2019
- AdoreMe Corporate HQ NYC, Workplace and Money
- Gray Divorce, Investment News Retirement Conference, May 15, Chicago
- 2018
- United Capital Women’s Leadership E Summit, Dana Point, CA Jan
- Investment News Women to Watch Think Tank, NYC March
- Shiseido Corporation Women and Banking –April NYC
- Tone Networks, What Women Need to Know About Money, April NYC
- WIN Summit, Strong Women Navigating in Corporate Culture, NY Athletic Club, NYC May
- Power of the Purse-Buffalo, NY –May
- Barron’s Top Independent Female Advisors, Deepening Connectivity and Attracting New Clients with Responsible Investing, Palm Beach, FL May
- Big Brother-Big Sisters of Long Island Emcee Fashion Show, Garden City, NY May
- Emcee United Capital Female Leadership, September, Newport Beach, CA
- JP Morgan Chase Women’s Leadership Oct, NYC
- JetBlue Women’s Leaderships, Nov 2018, NYC
- 2017
- Women’s Diamond Conference-Keynote-Queensland Australia, Feb 2017
- Credit Suisse-Sydney Australia Jan 2017 Keynote Event
- Go Red for Women, Honoree Acceptance Speech, Woodbury NY, Feb 2017
- Ellevate, Women’s Success Series, Feb 2017
- Power of the Purse, Keynote Event Client Appreciation, Buckhead Atlanta, Feb 2017
- Jr League of NYC, Keynote What Women Need to Know About Money, NYC, March 2017
- BlackRock Women’s Investment Conference, Overcoming Challenges and Creating Success Panel, March 2017
- Investment News Women to Watch Acceptance Speech, NYC March 2017
- Women Empowering Women, Panelist Stamford, CT April 2016
- International Women’s Economic Forum, Money and Feminism, New Delhi India, May 2017
- Creating a community of success for Women in the Financial Services Industry-Barrons Top Independent Women’s Advisors Summit, Washington, DC June 2017
- Sigma Delta Tau 100 Year Anniversary, Empowering Women, NYC, June 2017
- FPA Keynote Denver Colorado, June 2017 How to Work with Women Clients
- AON Leadership Series, Keynote Oct 2017, NYC
- 2016
- Experian- Women’s Leadership Series-Women the Workplace and Money, NYC Jan 2016
- Movable Ink, Women’s Leadership, NYC, Aug 2016
- Fidelity Investments- Providence, RI and NY, NY 2016
- Working Women National Conference- Keynote, Tampa Bay, FL Sept 2016
- TEK Systems Women Leadership, Greensboro, NC, April 2016
- Ellevate Long Island, Women the Workplace and Money, Cold Spring Harbor, NY Oct 2016
- Association of Divorce Planners, Financial Infidelity, Las Vegas, NV, Oct 2016
- What is She Thinking, Inside Female Psyche, United Capital E Summit, Jan 2016 Laguna Beach, CA
- Twitter Chat, Ellevate, Host, Money Queen Guide, Jan 2016
- Twitter Chat Experian, Host How to Be a Money Queen, March 2016
- Twitter Chat Experian, Host, Retirement, Oct 2016
- Wisebread Twitter Chat Host, Build Wealth and Banish Fear Dec 2016
- FPA Knowledge Circle- Learn Social Media from a Media Maven June 2016
- 2015
- Ellevate Money Queen Guide Book Launch Event Q and A –Huntington, NY Oct 2015
- Key Note Serene Harbor Annual Domestic Abuse Conference, Melbourne, FL Oct 2015
Cary Carbonaro
Best-Selling Author, Nationally Recognized Speaker, CFP Board Ambassador
Cary Carbonaro is an award-winning personal finance expert with 25+ years in wealth management. She is Managing Advisor and Women & Wealth Ambassador at Ashton Thomas Private Wealth. A longtime CFP Board Ambassador, she previously served as Partner and Head of Women’s Leadership at United Capital, later acquired by Goldman Sachs. Cary has been honored as an InvestmentNews Woman to Watch, DEI Trailblazer of the Year, and ranked among Investopedia’s Top 100 Advisors, reaching No. 4 nationally. She is the author of Women and Wealth (Wiley, 2025) and the bestselling The Money Queen’s Guide. A frequent media guest, she has appeared on Fox & Friends, The Today Show, CNN, CNBC, CBS, ABC, and NPR. She holds degrees from SUNY Cortland and Long Island University and is active in several women’s leadership and philanthropic organizations.