From IBM VP to Advisor: How Stephanie Carmel shifted gears to pursue her passion of becoming an advisor.

After a successful career at IBM Corporation, holding leadership positions in sales and sales operations, Stephanie Carmel had an “aha” moment about her professional journey. A leader at the company had asked her where she wanted to be in 10 years, and she realized she was struggling to envision herself continuing down the same path. Given she had studied communications and economics in college, and she had recently completed a big project that had won her and her team accolades, she made the decision to explore opportunities in finance. The path was not an easy one, given she was starting over in a new career, but her perseverance and passion saw her through to establishing herself as a financial advisor. Here is her story. 

Please see Important Disclosure Information at the end of this presentation.


Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at

About Wealthspire Advisors

View all posts by

Related Posts

Teaching Finance: Rachel Haberman’s Journey from Teacher to Aspiring Financial Advisor

Rachel Haberman is a senior advisor associate in the firm’s Madison, WI office, providing advisors and clients with an enhanced ...

Designing Success: Channing Olson’s path to RIA leadership through operational excellence

Channing has long been an outspoken advocate for the RIA industry, helping to establish the standard for operational efficiency within ...

Redefining C-Suite: Donna Levy’s Journey to Advisory and Investment Leadership

Financial Advisor Donna Levy is a powerhouse. With over 3+ decades serving clients,  specializing in creating comprehensive financial and investment ...