WealthTech
Top Women Advisor Summit
The Women Advisor Summit is an event for women in financial advice and wealth management. It brings together advisors, planners, and wealth leaders for a day of connection, insight, and strategies to grow and lead in the industry. The summit includes networking, learning, and recognition of women reshaping wealth management.
The essentials
Event details
- Dates
- 11 May 2027 to 13 May 2027
- Organiser
- 2026 - KM Business Information US, Inc
- Industry
- WealthTech
Public discussion
What people are saying
Agenda themes
Topics covered
- Banking & Finance
On stage
Speakers
- Cathy Curtis, Founder and Wealth Advisor, Curtis Financial Planning
- Stacy Francis, President and CEO, Francis Financial
- Carolyn McClanahan, Founder, Life Planning Partners, Inc
- Sarah Mouser, Executive Vice President, Financial Planning, Merit Financial Advisors
- Racquel Oden, US Head of Wealth, Premier and Global Private Banking, HSBC
- Arvette Reid, Signature Estate & Investment Advisors (SEIA)
Logistics
Where to stay
Places to stay near the venue.
Boca Inn
1801 North Federal Highway, Boca Raton, 33432
Hyatt Place
100 East Palmetto Park Road, Boca Raton, 33432
Ocean Lodge Florida
The Boca Raton Mizner Center
501 East Camino Real, Boca Raton, 33432
The Boca Raton Yacht Club
The Boca Raton Cloister
501 East Camino Real, Boca Raton, 33432
The Boca Raton Tower
501 East Camino Real, Boca Raton, 33432
Best Western Plus University Inn
2700 North Federal Highway, Boca Raton, 33431-7720
Keep planning
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