Caroline Wetzel CFP®, CDFA®, AWMA®, is a vp and personal wealth adviser at Procyon Non-public Wealth Companions. She has labored in monetary providers since 2001 and commenced specializing in wealth administration for prosperous multi-generational households in 2015. Caroline earned a B.S. diploma in coverage evaluation and administration at Cornell College and an MBA in finance and superior certification in advertising and marketing from the College of Connecticut Faculty of Enterprise.