We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.


Regina Carmon is the Marketing Director at Round Table Wealth Management and is responsible for the overall marketing strategy for the firm. This includes brand awareness as well as implementing marketing best practices for business development and advertisement campaigns.

Regina has over 20 combined years of corporate marketing experience in the financial services industry. Prior to joining Round Table Wealth Management, Regina was responsible for marketing, relationships, and sales of 529 savings programs offered nationwide and was a 529 product marketer at NexBank, AllianceBernstein and Franklin Templeton Investments. Regina served as Treasurer and Chair of the Marketing Taskforce at College Savings Foundation, a Washington, D.C.-based not-for-profit organization helping American families achieve their education savings goals.

Regina currently serves as a board member to the Arizona Council on Economic Education. She graduated from the New Jersey Institute of Technology with a Bachelor of Science specializing in Marketing with an emphasis in Finance.

Regina is the proud parent of her daughter Raye Nicole and a mixed Labrador named Bentley. She enjoys collaborating on ways to bring financial literacy to the underserved, serving on the media ministry at church, experiencing cuisines from travels near and far, and spending time with family and friends.

Sign Up For Our Round Table Newsletter