Carolina is a Wealth Management Advisor and Senior Portfolio Advisor who joined Merrill Lynch Wealth Management 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 model portfolios and third-party investment strategies. Carolina is also a CERTIFIED FINANCIAL PLANNER™ professional and Certified Plan Fiduciary Advisor® (CPFATM) designee.
Carolina primarily 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 Wealth Management 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 golf and tennis 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.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
