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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 amassed over 20 years of experience in financial services both in the United States and overseas. Inspired by health issues, she made a significant career shift from her global corporate job to become a fiduciary advisor, prioritizing the well-being and interests of her clients. In 2017, Caroline left UBS and joined Procyon Partners as the firm’s first Vice President, Private Wealth Advisor.

Caroline holds the Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®) designations, underscoring her expertise and dedication to delivering comprehensive financial planning and wealth management services. Caroline also has received training as a Mediator, further enhancing her ability to facilitate productive discussions and resolutions in client interactions.  Caroline’s commitment to empowering women in wealth management and women seeking greater confidence with their finances led her to co-found the Women Owning their Wealth (WOW) Collaborative in 2019.

Caroline’s educational background includes a B.S. degree in Policy Analysis and Management from Cornell University, an M.B.A. in Finance, and an Advanced Business Certificate in Global Marketing from the University of Connecticut School of Business. She has actively engaged with her alma mater, serving on the Board for the Coastal Connecticut Regional Cornell Alumni Club since 2015. Additionally, Caroline has been involved with the University of Connecticut’s Women and Philanthropy initiative since 2019 and currently serves on the Leadership Council.

Caroline’s dedication to serving as a fiduciary and her involvement in community initiatives exemplify her passion for making a positive impact in people’s lives, from within the financial services industry and throughout the community at large.

Residing in Milford, CT, with her husband, Caroline finds fulfillment in community organizing, practicing mindfulness and wellness activities, as well as boating with family and friends.

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