Carolina Rodriguez

Senior Vice President, International Wealth Advisor

701 Brickell Avenue
Miami, FL 33131
305.530.3619
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.

About Me
Welcome

As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.

Meet Our Professional Staff
Martha Irene Largaespada
Wealth Management Client Associate
305.377.7732
Additional Resources
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.
Fernando Cano
Securities Based Lending Specialist
Bank of America, N.A.
Maria Del Carmen Diez Badell
International Wealth Strategies Advisor
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Carolina Rodriguez is registered to do business in CA, DC, DE, FL, MA, MD, NC, NV, NY, SD, TX, WA, WY.