Caroline Petty, CFP®

Caroline Petty, CFP®, has a diverse work experience spanning various roles and industries. Caroline recently joined Uprise as the Financial Planning Lead in March 2022. Prior to that, they worked at Raymond James, where they held multiple positions from 2016 to 2022. These roles included Sr. Manager, Mutual Fund & ETF Research Specialists, Manager, Mutual Fund Research Product Specialists, Mutual Fund Research Product Specialist, and Audit Associate. Caroline also gained experience as a Finance Intern at Gannett | USA TODAY NETWORK in 2015 and as a Financial Services Assistant Intern at North Florida Financial Corporation from 2014 to 2015. Additionally, they demonstrated leadership skills as the Varsity Captain of the Creekside High School Dance Team from 2012 to 2013, where they led a team of dancers, acted as a mentor, and collaborated with school administration and coaches.

Caroline Petty, CFP®, holds a Bachelor of Science (B.S.) degree in Finance, General, which they obtained from the Florida State University - College of Business. Caroline completed their undergraduate studies from 2013 to 2016.

In addition to their bachelor's degree, Caroline has pursued various certifications to enhance their professional qualifications. Caroline obtained their Certified Financial Planner (CFP) certification from the CFP Board in March 2021. Caroline also holds a Series 7 License, which they obtained from the Financial Industry Regulatory Authority (FINRA) in April 2018.

Showing their commitment to continued education and professional development, Caroline acquired a Diversity, Equity and Inclusion in the Workplace Certificate from USF Corporate Training and Professional Education in May 2021. Most recently, they obtained a Certificate in ESG Investing from the CFA Institute in June 2022.

Caroline Petty's education and certifications reflect their dedication to gaining knowledge and expertise in the field of finance, positioning their as a competent and well-rounded professional in their role as a CFP®.