Karen Rodriguez

As a Wealth Management Advisor based in Red Bank, New Jersey, Karen brings more than twenty-five years of financial industry experience to her clients, which allows her to complement her wealth planning and analysis with a deep background in equities, derivatives, and alternative investments. Karen works with a diverse clientele of high-earning individuals and families and devotes herself to helping them pursue their financial goals and objectives. She believes it is essential to be an advisor who is intimately familiar with your family and your financial goals. Someone who can see the big picture and understand the relatedness of your investments, risks, taxes, liquidity, and debt.

Karen earned an M.B.A. in Finance from The University of Chicago Booth School of Business and B.A. in Economics from Lafayette College. She holds the Chartered Financial Analyst^® designation. In addition to serving as the Merrill Ambassador for her local chapter of the National Association of Women Business Owners (NAWBO), she is also a member of the Bank of America Women’s Exchange.

Karen resides in Fair Haven, New Jersey with her husband, Chris, and their three children. In her spare time, she enjoys running, cycling, cooking, and spending time at the beach. Karen is actively involved with Impact 100 Jersey Coast and the Monmouth Conservation Foundation, an organization dedicated to preserving open space and natural habitats throughout Monmouth County, New Jersey.

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