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Today, we’re thrilled to welcome the incredible Carolyn Armitage In the Suite. Carolyn is a force in wealth management—a true pioneer with a career that’s redefined advisory, consulting, and executive leadership.

As the Founder and CEO of RIA Circle, she’s not just building a network; she’s igniting a movement.

Within RIA Circle, Carolyn is shaping a vibrant, purpose-driven community where advisors gather to connect, grow, and empower each other, one meaningful connection at a time.

In this episode, Carolyn takes us through her journey—from her early days as a fearless young advisor to founding RIA Circle, an innovative community that empowers advisors through connection and learning. We’ll also explore her unwavering commitment to giving back and how she sustains a balance between career and service.

Since beginning her career as an advisor, Carolyn rapidly ascended the ranks of leadership roles across prominent wealth management firms, including HD Vest (now Avantax), ING Advisors Network (now Voya), and Thrivent Advisor Network. Her experience leading LPL Financial’s Large Enterprise Consulting Team and consulting with ECHELON Partners has given her unmatched expertise across the wealth management value chain.

Formerly holding numerous FINRA and insurance licenses, she holds the CFP®, CIMA®, CLU®, and the ChFC® designations and has a Bachelor of Science in Business Administration from the University of Minnesota and a master’s in management from The American College.

But that’s not all, Carolyn’s impact goes even further. Inspired during the financial crisis, she launched True Circle, a personal mission turned powerful nonprofit, creating care packages for those in need. As a devoted wife and mother of four, Carolyn instills the values of empathy and service in her children, who actively contribute to the organization.

Carolyn’s story is a powerful reminder of the importance of community, resilience, and service. Join us as we dive into her insights on building meaningful connections, her passion for creating positive change, and her inspiring vision for a more inclusive industry—right here, In the Suite.

🔗 Links

Carolyn Armitage on LinkedIn
RIA Circle Website
Carolyn Armitage Consulting
True Circle Non-Profit
Hivebrite
Book Recommendation You Weren't Supposed to See That by Josh Brown + The Soul of Wealth by Daniel Crosby
U.S. Surgeon General’s Advisory on the Healing Effects of Social

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EP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA Circle

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