Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Carolina joined Merrill Lynch Wealth Management in 2011, and has been in the wealth management industry for more than 20 years. Previously, she worked for BNP Paribas Miami for 7 years, Banque Sudameris Miami and Banco Sudameris Colombia for 9 years. She started her career as a trader and treasurer of a Bank, providing her the necessary exposure to handle client relationships and portfolio management for Institutional, Multinational Corporates and Ultra high Net-worth Individuals.
Carolina helps high-net-worth families and business owners to structure customized solutions based on their risk tolerance, investment goals, time horizon and liquidity needs. She employs a Goals-Based Wealth Management process to assist her clients in the pursuit of their goals.
Carolina utilizes the resources not only of Merrill but those of Bank of America to customize financial strategies for her clients. These resources include Merrill and Bank of America specialists who integrate all facets of wealth management, focusing on wealth preservation, wealth transfer, estate planning services, trusts, insurance, philanthropy, and achieving tax efficiencies for International as well as domestic clients.
Carolina earned a bachelor’s degree in industrial engineer from Javeriana University in Colombia and a Master in Economics from Universidad de Los Andes in Colombia. She holds Series 7, 63 and 65 FINRA registrations.
"In these dynamic and evolving times, it is crucial to dedicate time to each client and to really understand their specific needs. Each client relationship is built on trust and understanding”, Carolina Rodriguez says.
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Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Securities Based Lending Specialist
Bank of America, N.A.
International Wealth Strategist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.