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Rabu, 07 April 2021

Top 10 Quick Tips for Your 2020 Taxes - Kiplinger's Personal Finance

Caroline Wetzel  CFP®, CDFA®, AWMA®, is a vice president and private wealth adviser at Procyon Private Wealth Partners.  She has worked in financial services since 2001 and began specializing in wealth management for affluent multi-generational families in 2015.  Caroline earned a B.S. degree 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.

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