Carter Wealth Managment Group
Merrill Lynch Wealth Management
520 Newport Center Dr
Newport Beach CA 92660
(949) 721.7258
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Meet Our Team
Pamela Carter,

CEPA®, CFP®, CRPC™, SE-AWMA™

Vice President, Senior Financial Advisor
949.721.7258
Garrett Alan Prins
Garrett Alan Prins
Wealth Management Client Associate - RDA
949.721.6588
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.