Carolina Marquez is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in financial services. Since joining Merrill in 2019, she has guided a diverse client base including business owners, educators, and individuals in the oil and gas sector, such as executives, geologists, and oil field workers. Bilingual in English and Spanish, Carolina provides strategic wealth management services focused on investment management, wealth structuring, trust, and estate planning, with particular attention to serving the Hispanic community. Carolina’s professional background includes tenures as a financial advisor with Edward Jones and CUNA Brokerage Services, where she addressed a broad spectrum of client needs. She holds a bachelor’s degree in Business from the University of Texas of the Permian Basin and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She utilizes a comprehensive range of retirement planning tools to assist clients with retirement readiness, including 401(k) rollovers and income planning strategies for those nearing retirement. Outside of her professional responsibilities, Carolina is actively involved in her community. She serves as a board member for the House of the Sycamore Tree and as Vice-President for the Permian Tennis Booster Club. Carolina resides in Odessa with her husband and three children. Her personal interests include camping, gardening, and reading.