Carolyn Kitzel, CFP^®

Designations and Licenses

Carolyn is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Carolyn focuses on new business development. She works with individuals and families to understand their specific needs and priorities, then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, Carolyn was a senior regional wealth manager. Before that, she was a senior trust advisor. She started her career at the Board of Trade bond pits in Chicago.

Carolyn holds a bachelor’s degree from Kent State University.

Personal Interests

Away from the office, Carolyn is an avid runner and music enthusiast. She also volunteers and serves a fundraising consultant for Abandoned Pet Rescue, the largest no-kill animal rescue shelter in South Florida.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.