Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
600 North Pine Island Rd.
Plantation, FL 33324
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Carolina is a Financial Advisor and Senior Portfolio Advisor who joined Merrill Lynch Wealth Management in 2015 with a solid background in accounting and investment experience.* A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. Carolina is also a CERTIFIED FINANCIAL PLANNER™ professional and Certified Plan Fiduciary Advisor (CPFA) desginee.
Carolina primarily helps high-net worth women and families to develop and implement customized financial strategies that can allow them to efficiently build, manage, and preserve their assets for current and future generations. In addition, Carolina can offer clients access to banking, credit, and lending from Bank of America, N.A.
Born in Argentina, Carolina moved to South Florida in 2007, where she obtained a Bachelor of Science in Business Administration (BSBA) degree with a major in Finance from Florida International University and currently resides in Aventura.
Carolina’s mission as a Financial Advisor is to develop lifelong relationships with her clients while maintaining an exceptional level of care and service.
When not serving clients, Carolina enjoys playing golf and tennis and is an avid philanthropist, and an animal lover. With a passion for children-oriented charities, her long-term goal is to dedicate her retirement years toward the betterment of humanitarian causes.
*Carolina does not provide tax advice at Merrill.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Spanish
Florida International University
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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.
Securities Based Lending Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.