Cary Carbonaro MBA, CFP® , NAPFA Registered Advisor
Cary Carbonaro (caryc@stonegatewealth.com) is a Partner and Senior Wealth Advisor with Stonegate Wealth Management.
She is Lake County's ONLY, FEE ONLY advisor. She is one of a select few FEE ONLY advisors on Long Island and NY.
As a Fee-Only Registered Investment Advisor, Ms. Carbonaro is required to provide objective, impartial and comprehensive Private Wealth Management Services. She does not sell investment products, only her experienced, professional and unbiased opinion as to the best possible financial strategies available for her clients. Her only goal is to help the client secure their financial future and create a secure retirement commensurate with the client’s desired lifestyle.
Ms. Carbonaro’s clients benefit from her 20 years of diverse financial experience including 8 years on Wall Street at JP Morgan Chase, 3 years at Citibank (Vice President) and 2 years as a Director at Lord Abbett Investment Management (the 2nd oldest such company on Wall Street). She was most recently founder and President of Family Financial Research before merging with Stonegate.
In addition to extensive and valuable financial experience, Ms. Carbonaro has the unique distinction of being Education Manager for the National Association of Personal Financial Advisors (NAPFA). She was a National Instructor for Kaplan Professional/Dearborn division for the accelerated CFP program. She taught at Fordham University and was the 2006 President for the Florida Financial Planning Association.
Because of these credentials, Ms. Carbonaro is an Orlando Sentinel “Money Matters Hotline” Expert. You’ve seen her quoted often in Wall Street Journal, NY Newsday, Mutual Funds Newsletter, USA Today, Bloomberg, CNBC, Bankrate, Money Magazine, More Magazine, Kiplinger’s and Investors Business Daily. A co-author of the book, TIPS from the TOP: Targeted Advice from America’s Top Money Minds (Alpha, 2003) she is a contributor to the new book, The Wealth Management Manual. She participates in Kiplinger’s Magazine “Jump Start your Retirement Hotline.” A Five Star Advisor with the Paladin Registry, she was honored as a Judge for the 2006 Financial Frontier Awards sponsored by the Financial Planning Association and Janus.
She was on “The Today Show” in July 07 and CBS, Fox News, ABC in January 2009. She was on PBS Nightly Business News Nationwide, June 6, 2009 and March 24, 2010.
She is also an Ed Slott, Elite IRA Advisor, trained by America’s IRA Expert as seen on PBS.
Along with 80 of America’s other top financial advisors, she founded National Advisors Trust Company, FSB to provide clients Corporate Trustee and Custodial Services at a discount of 50% off of traditional bank fees and charges. They collectively manage over $20 billion in assets.
Her specialties include: Philanthropic Planning, Corporate Trustee Services, Portfolio Manager Due Diligence/ Evaluation, Investment Advisory, Comprehensive Financial Planning, Complex Estate and Tax Advisory, Asset Protection, Risk & Cash Flow Management.
See her on TV at the links below.
PBS Nightly Business News - 6/6/2009
NAPFA - Your Money Bus Tour, NASDAQ Closing Bell - 10/20/2009
PBS Nightly Business News - 3/24/2010