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James DeCarlo

StratWealth


Speaker Bio

Jim DeCarlo is a thought leader with twenty-five years of experience in the global financial services industry working with private advisors and large financial institutions. He is the chief executive officer of StratWealth, a fee-based RIA serving more than 900 families.



Mr. DeCarlo is also the founder and chief executive officer of Aegis International, which works with fee-based financial planning firms to balance their growth by developing a repeatable client service approach and initiating a leadership model to drive scale. Before that, he was vice president of member development at Founders Financial and head of platform sales at AXA Australia, where he held several other roles. He is a frequent speaker on topics of leadership and change who focuses on “intersecting” real-life experiences to improve individuals, teams, and shareholder value. Mr. DeCarlo holds a bachelor’s degree in marketing communications and speech from Towson University.

Speaker Sessions