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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Ana Trujillo Limon
Director, Coaching and Advisor Content at Carson Coaching
Speaker

Profile

Ana Trujillo Limón serves as the Director of Coaching and Advisor content at Carson Group and the host of the ReFrame podcast for women in wealth management. She started off her career as a reporter at the Santa Fe New Mexican before becoming an editor, first in the outdoor industry and later in the financial services space. Prior to joining Carson, she served as editor-in-chief for the APEX Award-winning Journal of Financial Planning. While at FPA, she also founded FPA Latino, a resource and support group for Latino FPA members. She is the co-founder of the SER Latino Advisor Summit and the financial literacy and running club, Mini Money Runners. She holds her bachelor’s degree in political science and journalism from the University of Miami, and her MBA from the University of Colorado at Denver.

Agenda Sessions

  • ELEVATE Roundtables

    11:00am