Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Carolina is a Financial Advisor and Senior Portfolio Advisor who joined Merrill Lynch 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 Lynch model portfolios and third-party investment strategies.
Carolina 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 tennis and golf 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 Lynch.
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.
English & Spanish
Florida International University
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The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
ML Banking Intl Advisor
Wealth Management Lending Officer, NMLS #982922
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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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.