Cary Carbonaro
CFP® Professional, MBA
Managing Wealth Advisor | Women and Wealth Ambassador
Empowering women, their families, and the causes they champion
Cary is passionate about empowering women to discover their unique path to financial freedom and has been a vocal advocate for educating women on the importance of taking charge of their own financial future for decades.
A traveled speaker, author, and CFP Board Ambassador, her life’s work is making finances female friendly and accessible.
Women and Wealth Ambassador
From her earliest days as the daughter of a banking executive, money and financial literacy have been integral parts of Cary’s life. In college, she founded a sorority focused on women’s safety and taught budgeting to her female peers, showcasing her lifelong dedication to empowering women.
With an extensive career in financial services, Cary gained the knowledge and experience needed to channel her passion for elevating women into her current role as the Woman and Wealth Ambassador. “My life’s work is striving to make the financial advice industry and wealth management, in general, female-friendly,” states Cary. “When it comes to money, women should feel safe and secure. They should be heard and empowered.”
In this role, Cary continues to uplift women through speaking engagements, media appearances, and authorship. Her book, “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear,” is available at several major book retailers, further spreading her message of financial empowerment and security for women.
My team works best with those who find themselves in one of the following situations:
Building An Entrepreneurial Life
For any woman, balancing a thriving business with a family life is challenging. We help you delegate effectively with strategies like behavioral finance coaching, estate plan review, and 529 Plans for your children’s education.
Achieving A Dream Retirement
We thoroughly evaluate the viability of early retirement and craft comprehensive plans to address needs for financial stability and a smooth transition to a post-career lifestyle.
Accessing Unexpected Wealth
Managing an unexpected inheritance can be daunting. You can lean on us for personalized support involving estate organization, tax optimization, and multigenerational communication to help ease emotional strain as you plan your family’s future.
Rebuilding After Divorce
We offer emotional support and financial advocacy, helping you navigate the legal process, understand settlements, and rebuild your financial independence, so you can achieve self-sufficiency post-divorce.
Navigating Grief
Our compassionate approach provides step-by-step financial education and comprehensive planning, helping you manage complex decisions and rebuild confidence as you move on from unthinkable circumstances.
Cary Carbonaro
CFP® Professional, MBA
Managing Wealth Advisor | Women and Wealth Ambassador
Private Wealth Support Team
Amy Kane
Daniel Ritter, Jr.
Katie Leech
Brandon Cromer
Claudiu Barbos
Ron Piccinini
Deanna Tierney
Solutions for Your Ideal Financial Life
Investment Management
Estate and Trust Solutions*
Tax Services*
Wealth Planning
Insurance Solutions*
Banking Solutions*
*Trust and banking solutions provided by third party entities not affiliated with Ashton Thomas Private Wealth, LLC. Tax services provided by Ashton Thomas Tax Advisory. Insurance solutions provided by Ashton Thomas Insurance Agency, LLC.
As Seen In
News & Insights
The CFP Board Mission to Argentina: A Deep Dive into Economic Reform and Global Markets
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Building Wealth Beyond Equal Pay: Strategies for Financial Empowerment
This Women’s History Month, it’s essential to expand the conversation beyond salary equality and delve into broader financial strategies that empower women to build lasting wealth. Equal pay is crucial, but true financial empowerment encompasses practices like investing, wealth management, and achieving financial independence. This guide provides actionable strategies to help women take control of […]
Women’s History or Herstory Month: Financial Takeaways from Women and Wealth
As we celebrate Women’s History Month, it’s essential to reflect on how far women have come in the financial world—and how much further we need to go. Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune explores the historical struggles, present challenges, and future opportunities for women in wealth. This month is […]