Stephanie G. Carmel, CFP^®

CDFA^®, MBA

Certified Financial Planner®

Wealthspire Advisors

Wealthspire Advisors, 521 Fifth Avenue
New York City, NY 10175

FINANCIAL ADVISOR'S WEBSITE

https://www.wealthspire.com/our-team/stephanie-carmel-cfp-cdfa-mba/

(212) 973-9264 CONNECT WITH Stephanie

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Stephanie Carmel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealthspire Advisors in New York City, NY and the surrounding communities.

Financial Advisor Overview

A Certified Financial Planner® with a successful career as a Fortune 500 Technology executive. Making the switch to enable more people to live a more financially secure life.

Financial Advisor Experience

I am a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst (CDFA®) professional serving on the Board of the Financial Planning Association of Metro New York. A lifelong learner, recently passing the new Securities Industry Essentials exam and engaging in pro bono financial planning. My passion is to enable all people to live a financially secure and healthy lifestyle. I bring to the table real life experience and a successful executive career in technology sales, sales incentives, and resource deployment. As a Sales Executive, in the IT Industry, I specialized in seller performance and incentive transformation with a successful track record in client, channel and competitive win-back sales. A problem solver who overachieves objectives while delivering on customer success. Conceived and deployed award winning global sales quota transformation projects in support of thousands of sellers globally improving quota accuracy and timeliness while achieving 20+% productivity. Completed major competitive technology win-backs for Fortune 500 companies consistently delivering double digit revenue growth. Recognized leader of up to 200 person high performing teams of sales, marketing and technical enablement professionals delivering above target revenue growth. Team and personal recognition includes: 2019 and 2017 Stevie Awards, 2017 Outstanding Technical Achievement Award, YWCA/Tribute to Women and Industry Award, Girl Scouts - Woman of Distinction Award, and award recipient of more than fifteen 100% Clubs and sales events.