Carlos A. Rodriguez

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Carlos A. Rodriguez is a Senior Vice President and Wealth Strategies Advisor at Bank of America Private Bank and has worked in the wealth planning industry for over 25 years.

In this role, he provides wealth planning guidance to high and ultra high net worth clients primarily in the Tampa Bay and Southwest Florida markets, but also to clients throughout the country.

Carlos helps these clients pursue their individual goals in financial, estate and tax planning, insurance, risk management, business succession, cash flow management, wealth transfer, intergenerational planning and philanthropy.

Carlos coordinates with the client’s team of advisors and conducts periodic reviews to help clients monitor progress and reviews strategies to be considered in an ever-changing planning environment.

Carlos joined Bank of America Private Bank in November of 2014. Prior to that, Carlos spent nearly 15 years with another financial institution, serving ultra high net worth clients primarily in the Tampa Bay and Southwest Florida markets.

Prior to that, Carlos spent 6 years in private law practice specializing in estate, tax and trust planning.

Carlos received his B.A. in Economics from the University of South Florida, his J.D. from the Florida State University College of Law, and his LL.M. in Taxation from the University of Florida.

Carlos is active in the Real Property, Probate & Trust Law Section of the Florida Bar.

 

In his role at Bank of America Private Bank, Carlos does not provide legal or tax advice.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.