Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Cary Carbonaro is an award-winning Certified Financial Planner™ professional with over 25 years of experience, and currently serves as managing wealth advisor and women and wealth ambassador for Ashton Thomas. She leads a multimillion-dollar financial planning practice, specializing in empowering women to overcome financial challenges and increase their financial literacy.
Carbonaro’s extensive career includes leadership roles at ACM Wealth, Goldman Sachs, where she was vice president and head of office, and United Capital, where she founded and led the women’s leadership division. At United Capital, she earned titles such as Diamond Office Winner, managing director, partner, Voice of Women, FinLife Coach, and MVP.
She is the author of the bestselling book The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear (published by Morgan James in 2015). Her second book, Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune is set to be published by Wiley in 2025.
Carbonaro serves as a CFP® Board Ambassador, representing the financial industry in the media, and has been honored six times on Investopedia’s Top 100 Financial Advisors list. In 2016, she was awarded the prestigious InvestmentNews Women to Watch recognition. In 2024, she was appointed as the sole female member of the Nasdaq Advisor Council. She has also endowed a scholarship at the State University of New York at Cortland for Women in Business, where she was the founding president of Sigma Delta Tau sorority.
In addition, Carbonaro is the founding president of the Women’s Giving Alliance, a giving circle in the South Lake Community Foundation, and a member of the Benefactors’ Circle at the Center for Financial Planning, where she advocates for advancing women in the financial industry.
Her knowledge and expertise are highly sought after, and she frequently appears as a commentator on local and national television news channels. She has spoken around the world on financial literacy, with a focus on advocating for women and guiding them toward financial empowerment.
One America Square, 17 Crosswall, London, EC3N 2LB
+64 3 379 7622
agreen@specialistrisk.com
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srinsurancesolutions.co.uk
Cary Carbonaro
Managing Wealth Advisor
Women and Wealth Ambassador
Ashton Thomas Private Wealth
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Bio
Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2017
2018
2019
2020
2019
2022
Lawyers Weekly’s Top 30 Under 30 Property Finalist
2017
Promoted to Senior Associate at MinterEllison
2018
In-House Legal Counsel at L'Oréal Australia and New Zealand
2019
Australian Corporate Lawyers Award In-House Finalist
2020
Joined the partnership at Wynn Williams in the property and commercial team
Appointed to the Property Council NZ Retail Committee
Invited to sit on the judging panel for Lawyers Weekly’s Australian Law Awards
2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
INVESTMENTNEWS RISING STARS 2024 JUDGE
Cary Carbonaro is an award-winning Certified Financial Planner™ professional with over 25 years of experience, and currently serves as managing wealth advisor and women and wealth ambassador for Ashton Thomas. She leads a multimillion-dollar financial planning practice, specializing in empowering women to overcome financial challenges and increase their financial literacy.
Carbonaro’s extensive career includes leadership roles at ACM Wealth, Goldman Sachs, where she was vice president and head of office, and United Capital, where she founded and led the women’s leadership division. At United Capital, she earned titles such as Diamond Office Winner, managing director, partner, Voice of Women, FinLife Coach, and MVP.
She is the author of the bestselling book The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear (published by Morgan James in 2015). Her second book, Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune is set to be published by Wiley in 2025.
Carbonaro serves as a CFP® Board Ambassador, representing the financial industry in the media, and has been honored six times on Investopedia’s Top 100 Financial Advisors list. In 2016, she was awarded the prestigious InvestmentNews Women to Watch recognition. In 2024, she was appointed as the sole female member of the Nasdaq Advisor Council. She has also endowed a scholarship at the State University of New York at Cortland for Women in Business, where she was the founding president of Sigma Delta Tau sorority.
In addition, Carbonaro is the founding president of the Women’s Giving Alliance, a giving circle in the South Lake Community Foundation, and a member of the Benefactors’ Circle at the Center for Financial Planning, where she advocates for advancing women in the financial industry.
Her knowledge and expertise are highly sought after, and she frequently appears as a commentator on local and national television news channels. She has spoken around the world on financial literacy, with a focus on advocating for women and guiding them toward financial empowerment.