We are please to announce and welcome our new Vice President and Senior Wealth Advisor Jacolyn Wetmore. She comes to us with 21 years of experience as a registered investment advisor and full service money manager. Knowledgeable in every aspect of investment management and financial planning, she brings a substantial and well-qualified list of professional expertise.
- Wealth management
- Financial planning
- Tax minimization strategies
- Retirement plan design and management
- Endowment management
- Trust and fiduciary management
With a BS in Business from Syracuse University and an MBA from Clarkson University, Jacolyn began her career with Morgan Stanley in Maine as a financial planner. From there she worked as a senior level advisor at; Banknorth Investment Management Group, United Bank Wealth Management Group, Access Capital Management, and PB Mares Wealth Management in the DC and northern Virginia area. Throughout her career she has worked with high net-worth individuals and institutional clients as well as private and public sector employees.
As Vice President at Calvert Financial Counsel, she will be involved in all phases of financial planning and portfolio management for individuals and families. She also works with business owners and plan sponsors to design, implement and manage qualified retirement plans.
Originally from northern New York, Jacolyn now lives in Annapolis where she can be found racing on the Chesapeake Bay and winter southern circuits as a competitive sailor. She is also passionate about animal rights, volunteering her time with animal welfare organizations and lobbying for humane animal legislation. Her other hobbies and interests include sports, cooking, traveling and interior design.
A knowledgeable and seasoned expert, Jacolyn will bring even more exceptional service to our clients. We are pleased to have her join our team.