Mary Robinson Carter

Biography

Mary Robinson Carter is a First Vice President and Wealth Management Advisor who helps technology professionals, founders, and executives navigate the financial complexities of equity compensation, pre-IPO stock, stock options, RSUs, and liquidity events. Recognized by Forbes as a Top Wealth Management Advisor and Top Wealth Management Team member in 2024, 2025, and 2026, Mary specializes in helping clients convert concentrated equity positions and career success into sustainable, long-term wealth strategies. She also serves on the CEO Advisory Council of the National Society of Black Engineers.

Sessions

1. Technology for Meaningful Impact: Building Financial Confidence and Generational Wealth Presented by Bank of America

   Wed, Nov 4, 8:30 AM – 10:30 AM CT

   Track Wealth

   This discussion will explore how technology is helping create more personalized, accessible, and empowering financial experiences. Through both innovation and personal stories, we will examine how technology can support financial wellness, break down barriers to opportunity, and help individuals and families build greater confidence in their financial future. From the engineers who create these solutions to the customers whose lives are impacted by them, we will discuss how technology is shaping a more inclusive path to financial well-being and wealth creation.