Carlos Mladineo,
Financial AdvisorNMLS #2496565
Our Approach
We are deeply committed to delivering a first-class wealth management experience for you and your loved ones by combining the personal touch of a small, dedicated team, with the vast capabilities of a leading financial firm. By actively listening, we gain insights into the passions that drive you, the concerns that keep you up at night, and the distinct dreams you have for the future. Our ultimate goal is to assist you in navigating any challenges that may arise so that you can remain focused on enjoying every step of your journey.
Our Team
I started working in the financial services industry in 2004, shortly after finishing my undergraduate studies at Stanford University and I joined Merrill Lynch Wealth Management in 2011, following the completion of my MBA program at UCLA Anderson School of Management. In addition, I became a Chartered Financial Analyst® (CFA®) charterholder in 2013, which is an intellectually rigorous and widely recognized financial industry designation that represents a commitment to professional excellence and high ethical standards.
I am supported by a highly experienced team of specialists that are talented, credentialed and serve as subject matter experts in their respective domains, such as Capital Markets, Trust & Estate strategy, Charitable Giving, and Lending. We work closely together to help ensure that every client receives comprehensive guidance and benefits from the full breadth of wealth management services that are available here at Merrill Lynch Wealth Management.
Let's Connect
To schedule an Introductory Zoom Meeting, please text us at the number above, or send an email to: mladineo.team@ml.com
with your first and last name, as well as the date & time that work best for you.
For more information regarding Who we Serve, What we Offer and Our Unique Value, please refer to the Understanding Your Life section below.
*Lending Services are through Bank of America, N.A.
We value building deep, personal relationships with every client, providing a level of care and attention that often goes beyond expectations. Because we understand that your goals and objectives are unique, our wealth management services are customized to reflect your specific circumstances, priorities, and values. Let us collaborate with you on your journey to enduring prosperity.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
