Veronica Karas, CFP®

Financial Advisor

Education & Other Highlights

Veronica Karas is a wealth management financial advisor based in Lake Success, NY.

Veronica joined CAPTRUST in 2018 and serves as a principal, financial advisor. She has extensive experience working with high-net-worth individuals and small businesses in all areas of financial planning, including estate planning, retirement planning, tax planning, education planning, and insurance.

Veronica previously worked as a financial planner at FCE Group; a financial planner for a team of advisors in Merrill Lynch’s global wealth management division; and as a financial advisor and director of marketing and business development at Circle Advisors Inc.

When she is not in the office or with a client, Veronica enjoys helping people through transformational life coaching, volunteering at Rescue City, and spending time with her husband and their three rescued pets. She is a CAPTRUST Community foundation board member. Veronica is the author of the ‘Money Matters’ series of books which includes: Money Matters: Everything You Should Have Learned in School, but Didn’t, Money Matters: Merging Lives, Merging Finances, and Money Matters: Avoid Getting ‘Sandwiched’ out of Retirement.


  • Bachelor of Business Administration degree in international marketing from CUNY Bernard M. Baruch College
  • Master of Business Administration degree in marketing management from Pace University Lubin School of Business

Industry Designations

  • Master of Business Administration
  • Life, Accident, & Health license


  • Director of Fundraising Program, Rescue City NYC
  • Member, Financial Planning Association
  • Member, CAPTRUST Women’s Initiative

Awards & Recognition

  • Investopedia 100 Top Financial Advisors | 2023
  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Lake Success)


Valuation Discounts for Gift and Estate Tax Savings

CAPTRUST wealth advisor Veronica Karas offers her insight with a crash course in valuation discounts for gift and estate tax savings. Read on for a breakdown of what valuation discounts are, how they work, and what makes them an important part of a comprehensive gift and estate tax savings strategy.

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