Caroline Wetzel

Caroline offers peace of mind through financial self-care. She is a vice president and private wealth adviser at Procyon Private Wealth Partners and co-founder of the Women Owning their Wealth (WOW) Collaborative. Caroline has worked in financial services in the U.S. and overseas for over 20 years, and has specialized in wealth management since 2015.

Caroline earned a B.S. in policy analysis and management at Cornell University and an MBA in finance and advanced certification in marketing from the University of Connecticut School of Business. She holds the Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®) and Accredited Wealth Management Advisor (AWMA®) designations and, also, is a trained mediator.

Caroline writes articles on financial health that have been published by Kiplinger, Natural Nutmeg Magazine, Advisorpedia, Advisor Perspectives, Nasdaq, and Yahoo Finance.