Carlos Mladineo
Financial Advisor
NMLS #2496565
520 Newport Center Dr
Newport Beach, CA 92660
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Financial wellness encompasses your aspirations for a personally meaningful life, filled with healthy relationships, memorable experiences, and the full realization of your potential. We are honored to support our clients as they use their resources to positively impact their family, their future legacy, and their community.

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:
 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.

About Me

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.

Meet Our Professional Staff
Terrie Rudolph
Registered Senior Wealth Management Client Associate
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Richard Mitchell
Wealth Management Lending Officer
NMLS #680263
John Karsnitz
Investment Solutions Group Portfolio Strategist
Jean Y. Kim
Private Wealth Strategist
About Merrill

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.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Carlos Mladineo is registered to do business in AK, AZ, CA, CO, FL, GA, ID, MA, NC, NV, NY, OR, PA, SC, TX, UT, WA.