She has served as a co-president of the CAPTRUST Community Foundation since 2022 and has been an active Senior Leader with Tony Robbins since 2020.
LAKE SUCCESS, NY, April 09, 2024 /24-7PressRelease/ — Veronica Karas has been inducted into Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mrs. Karas has established a distinguished reputation as a CERTIFIED FINANCIAL PLANNER™ Professional. Currently serving as a Principal | Financial Advisor with CAPTRUST since 2023, she capably manages client relationships and is responsible for expanding the client base; additionally, she oversees the financial planning team as the FA team manager. Prior to this distinct role, Mrs. Karas excelled as a senior financial advisor and FA team manager with CAPTRUST from 2021 to 2023, and her tenure with the firm began in 2018 when she was welcomed as a vice president and financial advisor.
Mrs. Karas honed her expertise at FCE Group Inc., which merged into CAPTRUST in October of 2018. At FCE Group, she served as a Senior Financial Planner from 2016 to 2018. Her career in the industry also included successful roles as a financial planner and client associate at Merrill Lynch from 2015 to 2016 and as a Financial Planner and Director of Marketing and Business Development at Circle Advisers Inc. from 2011 to 2015. Mrs. Karas proudly initiated her professional journey with Penn Mutual life insurance company as a part of a marketing internship.
Mrs. Karas’s commitment to professional growth is matched by her dedication to education and training. She earned a Master of Business Administration in marketing from the Lubin School of Business at Pace University in 2015 and a Bachelor of Business Administration in international marketing, psychology, and finance from Baruch College in 2011. She is currently pursuing her Master of Science in Taxation degree from Pace University. Her profile is further defined by certifications, earned in 2023, that include elder planning specialist from the Financial Planning Association and Certified Divorce Financial Analyst™ from the Institute for Divorce Financial Analysts. Mrs. Karas is also a Chartered Financial Analyst candidate with the CFA Institute, and she became a certified financial counselor through the Financial Counseling Institute in 2022.
Dedication to promoting financial literacy is a motivational force for Mrs. Karas. To this end, she avidly researches to publish valuable, enriching content. Her three books include “Money Matters: Avoid Getting ‘Sandwiched’ out of Retirement” and “Money Matters: Merging Lives, Merging Finances,” both of which were disseminated by BookBaby in 2021. Mrs. Karas proudly launched the Money Matters series in 2019 with “Money Matters: Everything You Should Have Learned in School, but Didn’t.”
Beyond her professional and creative endeavors, Mrs. Karas maintains an association with various organizations that reflect her diverse interests and commitment to community service. She has served as a co-president of the CAPTRUST Community Foundation since 2022 and has been an active Senior Leader with Tony Robbins since 2020. She has also been recognized for her contributions to her field and was named to the 2023 Top 100 Advisors by Investopedia; moreover, Mrs. Karas has humbly accepted multiple Nassau County Women of Distinction Awards.
Mrs. Karas is not only dedicated to her profession but also cherishes her personal life, including being a mother to two beautiful boys. She finds fulfillment in dog rescue initiatives, and her passion for animal welfare is evident through her continued support of Rescue City NYC. Looking toward the future, Mrs. Karas aims to mentor young advisors and help them become adept at responsible wealth management while maintaining strong relationships with all her clients and ensuring their satisfaction with her services.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who’s Who® website at www.marquiswhoswho.com.
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