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    Women Advisor Summit 2025  logo

    Women Advisor Summit 2025

    October 21, 2025
    Empowering Women. Shaping Finance. Defining the Future.
    #INWomenAdvisorSummit

    Empowering Women in Wealth Management

    The Women Advisor Summit is the leading event for women in wealth management who are ready to grow their practice, expand their influence, and lead with purpose in a rapidly changing industry. Join a dynamic community of advisors and allies for a day of connection, inspiration, and actionable insight. From navigating market change to building a sustainable business, you'll gain practical tools and fresh strategies through engaging panels, hands-on workshops, and meaningful conversations designed to fuel your growth. The day concludes with the Women to Watch Awards—recognizing trailblazing women reshaping the future of the industry.

    Why Attend

    • Connect with power players shaping the future of wealth.
    • Take home proven tools to grow clients, teams, and your edge.
    • Stay ahead of tech, regulation, and rising client expectations.
    • Fuel your leadership with insights on strategy and resilience.
    • Join a community that lifts, connects, and celebrates women in wealth
    Speaker

    What You'll Learn

    • Navigate market shifts, client demands, and regulatory change with confidence.
    •  Build firm value, ensure continuity, and plan for what’s next.
    • Define your niche, boost visibility, and attract your dream clients.
    • Scale smarter with tech, delegation, and better boundaries.
    • Win with women, next-gen, and multigenerational clients through personal, lasting connections.

    VIEW AGENDA

    Featured Speakers

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    SA
    Stephanie Lynn Ackler
    President & Co-Founder
    AKD Wealth Partners
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    CS
    Christine Sol
    Investment Strategist
    Signature Estate & Investment Advisors
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    CG
    Camille Gagliardi
    Private Wealth Advisor, Managing Partner
    Stepping Stone Wealth
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    VK
    Veronica Karas
    Principal, Financial Advisor
    CAPTRUST
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    VB
    Vincent Birardi
    Senior Wealth Advisor
    Halbert Hargrove
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    ND
    Nancy Daoud
    Private Wealth Advisor, CEO
    Ameriprise Financial Services, LLC

    VIEW ALL SPEAKERS

    Sponsors

    Meet the sponsors and partners of Women Advisor Summit

    Gold Sponsors

    Gold
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    Gold
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    Gold
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    Gold
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    Media Partners

    Media Partner
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    Media Partner
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    Media Partner
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    Media Partner
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    Media Partner
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    Meet, Connect & Build lasting relationships

    BECOME A SPONSOR

    Location

    Tribeca 360, New York
    Tribeca Rooftop + 360°, Desbrosses Street, New York, NY, USA

    Travel

    Closest Subway Station: Canal St. 

    Closest Bus Stop: Canal St. 

    Intersection: Hudson and Desbrosses St.

    Accommodation

    Courtyard Manhattan SoHo New York Hotel

    Courtyard Manhattan SoHo Hotel

    Secure a discounted rate by using booking link or calling 1-212-414-8282 and quoting the group name Women Advisor Summit New York 2025. Limited availability.

    • 181 Varick St, New York, NY 10014, United States
    • Tel: +1 212-414-8282

    Room rate: $509 per standard room/night + tax

    Cut-off date: September 22, 2025, or when rooms sell out. 

    Check in: 3pm Check out: 12pm

    Reservation link: Women Advisor Summit New York 2025

    Hotel Parking: Offsite parking: $60 for sedan and $70 for SUV daily charge w/ no in and out access.  

    Cancellation policy: A cancellation fee of one night's room and tax will apply to any reservation cancelled after midnight, 72 hours prior to arrival date. 

    Upon early departure, an "Early Departure Charge" of one night's room and applicable tax applies. Please have your guests confirm their departure date prior to or at check in, to avoid Early Departure Charges.

    Hotel concession:

    • Complimentary WiFi



    Book your group rate

    Sheraton Tribeca New York Hotel

    Secure a discounted rate by using booking link or calling 1-800-325-3535 or 1-866-961-3319 and quoting the group name Women Advisor Summit New York 2025. Limited availability.

    • 370 Canal St, New York, NY 10013, United States
    • Tel: +1 800-325-3535, +1 866-961-3319

    Room rate: $399 per traditional king room/night + tax

    A mandatory porterage charge of $6.00 per person roundtrip is applicable for any groups of 10 persons or more arriving together. Should the participants arrive separately then it will not be applicable.

    Cut-off date: September 19, 2025 or when rooms sell out. 

    Check in: 3pm Check out: 12pm

    Reservation link: Women Advisor Summit New York 2025  

    Hotel Parking: Wooster parking garage starts at $55.00 USD daily and may vary based on vehicle size.

    Cancellation policy: The hotel requires a 7-day cancellation policy on each individual group reservations. Should guests cancel within 7 days of arrival a cancellation fee for room and taxes will be charged for each night of the reservation.

    Hotel concession: 

    • Complimentary in-room Wi-Fi


    Book your group rate

    Join top women advisors for strategy, leadership, and lasting connections

    REGISTER TODAY

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Looking for your ticket? Contact the organizer
Looking for your ticket? Contact the organizer