Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Carolina Estes began her career in financial services in 2011 as a retirement plan sales consultant at the John Hancock Seaport headquarters in Boston, MA. She joined the Merrill Rockefeller Center Market in 2021 and brings 10 years of experience helping clients with goals based planning analysis, retirement planning, and creating individualized strategies to help meet short and long term needs. Carolina focuses on building meaningful, long-lasting relationships with frequent and friendly contact to help clients accomplish what is important to them and their families while also serving as a source of thought leadership to help them navigate economic and market cycles.
Carolina dual majored in Economics and Spanish, receiving her bachelor's degree from the University of Massachusetts, Amherst, where she graduated magna cum laude with awards from the Commonwealth College Honors Society as well as Phi Beta Kappa Society. She then went on to earn her MBA from Babson College in Wellesley, MA. She currently resides in Brooklyn Heights and is an avid Orange Theory fan and during this pandemic she has discovered a passion for camping and the outdoors, including trips to Yellowstone National Park and Great Smokey Mountains.
Babson College F.W. Olin Graduate School of Business
University of Massachusetts Amherst
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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
Senior Wealth Management Lending Officer
Bank of America, N.A.
October 27th, 2021|6:30 PM EST
Please join me on October 27, 2021 at 3:30 PM PST / 6:30 PM EST for an exclusive evening with Food Network personality, Chef Marcela Valladolid.
There will be a live demonstration of her signature Chiles Rellenos dish, followed by a moderated audience Q&A. Whether you are a cooking novice or a seasoned home chef, you’re sure to pick up some helpful hints along the way. The ingredient list and recipe will be provided prior to the live event, if you would like to cook along.
Please use this link to register for the event: https://bofa.veracast.com/webcasts/bofa/virtual/2vrT44.cfm
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 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.