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September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida

Carolyn Armitage
Head of Thrivent Advisor Network (TAN) at Thrivent

Profile

Carolyn Armitage leads Thrivent’s newly crafted independent RIA, Thrivent Advisor Network. With her extensive experience in the wealth management industry, Carolyn’s strategic guidance will enable the next phase of development for the organization.
 
Her experience includes roles as an independent Financial Advisor, producing Branch Manager, the head of multiple wealth management teams such as HD Vest - now Advantax, ING Advisors Network - now Voya & Cetera, among others. She also led the Large Enterprise Business Management Consulting team for LPL Financial. Prior to her current role of heading up Thrivent’s RIA, Thrivent Advisor Network, Carolyn provided investment banking and consulting services, including valuation, expert witness, strategic planning and positioning, compensation, incentives, and equity sharing structuring, and internal and external succession planning to the industry’s most elite firms through the firm ECHELON Partners.
 
Her extensive experience affords her a rare and valuable command of the entire wealth management value chain to help entrepreneurs navigate complex entity, family, and legacy decisions.
 
In addition to holding numerous FINRA licenses, she holds the CFP® & CIMA® designations. She has a Bachelor of Science in Business Administration from the University of Minnesota and a Master’s in Management from The American College.
 
In addition to growing numerous financial services organizations, Carolyn founded and runs a 501(c)3 nonprofit organization, True Circle Organization, which provides immediate resources, sustenance and compassion to improve the lives of people who are experiencing homelessness throughout California. 

  

Agenda Sessions

  • Drivers of Growth: Going from a Practice to a Platform

    11:00am