Carlos A. Prince
Vice President, Financial Advisor
NMLS #2302748
4 Penn Ctr
Philadelphia, PA 19103
215.587.4718
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

What is your WHY? Whether it's spending time with your family, traveling around the world, writing a book or playing a round of golf...we are all made uniquely different. Once Carlos is able to identify how you'd like to spend your time, he can use comprehensive wealth management tools to help create a strategy using carefully selected financial instruments. This repeatable process takes into account the family sitting in front of him but also not forgetting how the next generation will be impacted. By leading with wealth management and a commitment to world class customer service...each of Carlos' clients are an extension of his Family.
Our team is involved with local communities, assisting charitable organizations such as Children's Hospital of Philadelphia, Philabundance, MANNA and Fox Chase Cancer Center. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Jalen Freeman
Officer, Wealth Management Client Associate
215.587.4727
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.
Christopher Caradec
Wealth Strategist
Merrill
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Christopher Harper
Regional Lending Specialist
Bank of America, N.A.
NMLS #1896116
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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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Carlos Prince is registered to do business in CA, CO, CT, DC, DE, FL, MD, MI, NC, NH, NJ, NV, NY, OH, PA, PR, VA, WA.