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Carlos Rodriguez

Carlos Rodriguez

Client Service Associate

Carlos works diligently on providing the best possible care for all of Private Client Group’s clients. Not only does he strive to ensure that all clients receive best in class customer service, he does so in a effective and timely manner. Carlos brings a unique perspective to the team with his 6 years of banking experience including international banking. Carlos has always gone above and beyond for his clients, winning multiple customer service awards.

Carlos is a Florida Notary and currently holds a 2-15 Life, Health and Variable Annuity license. In his spare time, Carlos enjoys spending time with his wife and two greyhounds. Carlos has many interests including traveling, import cars, biking, and putting his 17 years of drumming experience to use.

Carlos Rodriguez provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice.