Stephanie Carmel, CFP®, CDFA®, MBA
Vice PresidentStephanie Carmel serves as a Vice President and Advisor based in our New York office, where she provides thoughtful, strategic guidance across all aspects of financial planning. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® designee, Stephanie draws on her extensive background from IBM, where she led U.S. and global sales, developed talent, and managed large-scale client relationships. Her corporate experience gives her a unique ability to guide clients through complex transitions, balancing both immediate needs and long-term objectives.
Stephanie’s dedication to financial planning extends beyond Wealthspire. She is a former President and Chair of the Financial Planning Association of MetroNY and remains involved in pro bono financial planning, offering her expertise to those in need.
Known for her collaborative and caring approach, Stephanie connects with clients on a personal level, helping them navigate pivotal moments with confidence and clarity. Her aim is to help clients navigate their financial journeys with confidence, security, and a focus on their future.
Outside of work, Stephanie enjoys traveling, engaging in community work, and spending time with her family.
Previous Experience
- Vice President, Global Sales Incentives – Quota Transformation and Operations at IBM Corporation
- Vice President, Global Client Infrastructure – Client Sales, Global Markets at IBM Corporation
- Vice President – Americas Product Sales, Systems Division at IBM Corporation
- Director – Worldwide/Americas Competitive Sales, Systems Division at IBM Corporation
- Director – Americas East Sales, Global Financing Division at IBM Corporation
Education & Credentials
- MBA, University of Chicago
- BS, Northwestern University – School of Communication
- CERTIFIED FINANCIAL PLANNER®
- Certified Divorce Financial Analyst® (CDFA®)
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CERTIFIED DIVORCE FINANCIAL ANALYST® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts (IDFA). CDFA® professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFA® certification mark.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
