Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Carolina joined Merrill Lynch 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 Lynch but those of Bank of America to customize financial strategies for her clients. These resources include Merrill Lynch 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.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of 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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
I believe it’s important that you seek the advice and guidance of an experienced financial 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.