Cary Carbonaro

MBA, CFP® , NAPFA Registered Advisor

Cary Carbonaro is a Partner and Senior Wealth Advisor with Stonegate Wealth Management. 

As a fee-only registered investment advisor, Ms. Carbonaro is required to provide objective, impartial and comprehensive private wealth management services. She is Lake County Florida's only fee-only advisor and is one of a select few fee-only advisors on Long Island and in New York.

She holds a MBA in Finance from Long Island University, and is a Certfied Financial Planner^TM practitioner (CFP®)

Ms. Carbonaro’s clients benefit from her 22 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 her extensive financial experience, Ms. Carbonaro has the unique distinction of previously 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 and has also taught at Fordham University. In 2006, she served as President for the Florida Chapter of the 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 a Master-Elite IRA Advisor,  trained by America’s IRA Expert, Ed Slott, 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, Risk Management, and Complex Estate/Tax Planning.

See her on TV at the links below:

PBS Nightly Business News - 1/24/2012

WPIX 11, NYC Magical Wedding Series - 9/1/2010

PBS Nightly Business News - 3/24/2010

NAPFA - Your Money Bus Tour, NASDAQ Closing Bell - 10/20/2009

PBS Nightly Business News - 6/6/2009

Channel 6 CBS

Fox News

caryc@stonegatewealth.com