Carolina Victoria Rodriguez
Advisor at Merrill — Miami, FL Brickell Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
22 years
Location
Miami, FL 33131
Merrill
Institution
Carolina Rodriguez is an International Wealth Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2011. With over 20 years of experience in the wealth management industry, Carolina has developed expertise in managing portfolios and structuring customized financial solutions for high-net-worth families and business owners. She employs a Goals-Based Wealth Management approach, tailoring strategies to her clients’ risk tolerance, investment goals, time horizon, and liquidity needs.
Prior to joining Merrill Lynch, Carolina worked at BNP Paribas Miami for seven years and at Banque Sudameris Miami and Banco Sudameris Colombia for a combined nine years. Her career began as a trader and treasurer at a bank, roles that provided her with valuable exposure to institutional, multinational corporate, and ultra-high-net-worth client relationships and portfolio management. Carolina leverages the resources of both Merrill Lynch and Bank of America, including specialized teams, to address wealth preservation, estate planning, trusts, insurance, philanthropy, and tax efficiency for both international and domestic clients.
Carolina holds a bachelor’s degree in Industrial Engineering from Universidad Javeriana in Colombia and a master’s degree in Economics from Universidad de Los Andes in Colombia. She also holds Series 7, 63, and 65 FINRA registrations and the designation of Personal Investment Advisor (PIA). Outside of her professional work, Carolina is interested in chess, painting, traveling, and yoga.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL Brickell Ave
701 Brickell Ave, Pbig Florida Pwm Brickell
Miami FL 33131
Advisors at this office
229
Florida · Texas
22 years of industry experience
Bank of America, N.A.
2012 - Present • 14 years
Miami, FL
Merrill
2011 - Present • 15 years
Miami, FL
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