Karlo Rodriguez

Karlo Rodriguez
Vice President Wealth Advisor Truist Bank

900 South Gay St

Knoxville, TN 37902

Karlo.Rodriguez@Truist.com

Phone 865-766-8682

Get directions

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About me

Background

Karlo holds a Bachelor of Arts in Spanish and World Business from the University of Tennessee. He has more than 15 years of financial, management and administrative experience.

Karlo has a team approach when providing thoughtful and customized wealth advisory services.  He works with a team of specialists to provide context and implementation of all the resources that Truist Wealth has to offer, such as investment management, trusts, private banking, financial planning, risk management, business succession planning, and estate planning strategies.  

Karlo leads with advice and strategies, while keeping the client’s needs and goals top of mind. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Spanish and World Business, B.A.
University of Tennessee-Knoxville 2003

Specialties

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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