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 CurtisFounder and Wealth Advisor, Curtis Financial Planning
- Stacy FrancisPresident and CEO, Francis Financial
- Carolyn McClanahanFounder, Life Planning Partners, Inc
- Sarah MouserExecutive Vice President, Financial Planning, Merit Financial Advisors
- Racquel OdenUS Head of Wealth, Premier and Global Private Banking, HSBC
- Arvette ReidSignature Estate & Investment Advisors (SEIA)
Logistics
Where to stay
Places to stay near the venue.
Hyatt Place
100 East Palmetto Park Road, Boca Raton
The Boca Raton Mizner Center
501 East Camino Real, Boca Raton
The Boca Raton Yacht Club
The Boca Raton Cloister
501 East Camino Real, Boca Raton
The Boca Raton Tower
501 East Camino Real, Boca Raton
Best Western Plus University Inn
2700 North Federal Highway, Boca Raton
Plan this event
Work out who to meet here
Luminik sources the attendee picture for an event like Top Women Advisor Summit, enriches it against your ICP, and sequences it ahead of the date. Capture at the event writes to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.
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