Stephanie Carmel, CFP®, CDFA®, MBA
Vice President
Stephanie 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.
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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
