Carolina joined Merrill Lynch Wealth Management 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 but those of Bank of America to customize financial strategies for her clients. These resources include Merrill 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.