This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

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

Mary Kate Gulick, MA
Founder at MK Wealth Marketing
Speaker

Profile

Mary Kate Gulick is a veteran financial services marketing leader, independent wealth management growth strategist, award-winning CMO and creative director, brand strategy expert, content marketing pioneer, highly-rated speaker, and Amazon bestselling author.


She founded MK Wealth Marketing to help enterprise RIAs professionalize their marketing functions - transforming them from cost centers into growth engines - and to plan and execute the transformative marketing projects that are too critical for RIAs to risk. She also works with asset managers who have been successful with institutional investors and are looking to break into the RIA space, as well as established wealth techs that are making a meaningful difference in the lives of advisors.


Prior to founding her own consultancy, Mary Kate was the CMO/EVP at Ficomm Partners, the CMO at Carson Group, and the Director of Digital & Content Marketing/Brand & Creative at TD Ameritrade Institutional.

Agenda Sessions

  • Business Growth Roundtables

    11:15am