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.
Carlos A. Rodriguez is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank.
From his base in Tampa, Florida, Carlos offers strategic wealth management guidance to ultra-high-net-worth clients in the Tampa Bay region, southwest Florida and throughout the U.S. He works closely with business owners, entrepreneurs and senior corporate executives, as well as families with inherited wealth.
Carlos draws on more than 28 years of experience to assist clients in tailoring their wealth strategies to specific goals and objectives. These include tax and estate planning, intergenerational wealth transfer, philanthropy, business succession and equity compensation planning, and cash flow management. He reviews each client’s progress toward their goals, proposing strategies for consideration in an ever-changing environment. Carlos can also coordinate with other professional advisors to help clients pursue their goals in a timely, objective manner.
Before he joined the Private Bank (formerly U.S. Trust) in 2014, Carlos provided wealth planning services to ultra-high-net-worth clients at SunTrust Bank (now, Truist). He began his career as an attorney in private practice, focusing on estate, tax and trust planning.
A native Floridian, Carlos graduated from the University of South Florida with a BA in economics. He earned his JD degree at Florida State University College of Law and his LLM in taxation from the University of Florida. He is active in the Real Property, Probate and Trust Law Section of the Florida Bar.
Carlos and his wife, as well as their three adult children, make their homes in the Tampa Bay area.
Carlos does not provide legal or tax advice in his role at the Private Bank.
*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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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.