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Certifications

CFP®, MBA, AWMA®

Client specialties

  • Financial Planning
  • Personal wealth management
  • Portfolio Construction & Management
  • Risk Management

Caroline Wetzel , CFP®, MBA, AWMA®

Vice President
Private Wealth Advisor

Bio

Caroline has worked in various areas of finance around the world since 2001. As a Private Wealth Advisor, she is passionate about equipping her clients with the knowledge and tools to make informed financial decisions and specializes in developing comprehensive financial plans for affluent individuals, couples and multi-generational families.

Prior to joining Procyon, Caroline worked at UBS for nearly 16 years. She earned a B.S. degree in Policy Analysis and Management at Cornell University and an M.B.A. in Finance and Advanced Certification in Marketing from the University of Connecticut School of Business. She holds the Certified Financial Planner (CFP®), and Accredited Wealth Management Advisor (AWMA®) designations, and is a trained Mediator.

Caroline resides in Milford, CT with her husband and enjoys community organizing, social justice initiatives, practicing mindfulness and wellness activities, and boating with family and friends.

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