Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a financial advisor at Merrill Lynch, Carolina Silva runs a wealth management practice for high-net-worth individuals, their families and their businesses.
She focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Carolina provides access to the investment insights of Merrill Lynch and banking convenience of Bank of America to help address the various aspects of her clients’ financial lives. She is driven by her passion for delivering excellent service and helping her clients pursue their goals.
Carolina’s practice largely focuses on communities like her own, serving women, Hispanics and Latinos, and the LGBT community and allies.
She follows the deep-seated Merrill Lynch tradition of participating in the communities she serves. This drives her interest in spending time volunteering with organizations in her community.
Carolina actively engages in her community, serving as the President of the Alumni Board of Directors for her alma mater, Wagner College, where she also leads the alumnae initiative of the women’s professional network (WPN). Carolina serves as the Women+ Chair of OPEN Finance, a New York-based nonprofit that drives forward LGBT equality and diversity in the financial services sector. Carolina chaired the 2018 Annual Action Awards for Athlete Ally, a nonprofit organization focused on ending homophobia and transphobia in sports through education and awareness – a mission especially meaningful to her after playing Division I water polo for her alma mater. As a Colombian American, Carolina volunteers with the Bank of America Hispanic/Latino Organization for Leadership and Advancement (HOLA).
Carolina received the Bank of America Global Diversity and Inclusion Award in 2018 for her involvement in her community.
Carolina currently lives in Brooklyn with her partner and their two rescue dogs.
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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.