Merrill Lynch Financial Advisor Radoslav Mladineo 520 Newport Center Drive, Newport Beach, CA 92660
About the Business
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Merrill Lynch Financial Advisor Radoslav Mladineo is a seasoned professional with over 24 years of experience in finance. Located at 520 Newport Center Drive in Newport Beach, California, Radoslav is fluent in English, Spanish, and Portuguese, bringing a global perspective to his work. With an MBA in international business from Thunderbird School of Global Management, Radoslav is dedicated to helping both U.S. and international clients achieve their financial goals.
As a Registered Senior Wealth Management Client Associate, Radoslav focuses on building strong client relationships based on trust and personalized service. He believes in understanding each client's unique priorities and designing a personalized financial plan to help them pursue their goals while managing investment risk. Whether you are looking to grow, preserve, or transfer wealth, Radoslav and his team are committed to helping you at every stage of your life.
By utilizing the Investment Personality Assessment developed by Merrill, Radoslav can customize financial approaches tailored to each client's individual preferences and goals. He believes in proactive communication, personalized service, and ongoing financial education to exceed client expectations. With access to the resources of Merrill and Bank of America, Radoslav can help clients devise strategies to grow, preserve, and distribute wealth effectively.
Life is always changing, and Radoslav understands the importance of staying on track with your financial goals. By regularly reviewing and adjusting your financial approach, he can help you navigate market fluctuations and life changes. Whether you are planning for retirement, buying a home, or funding education, Radoslav is dedicated to helping you achieve your goals and live your best financial life.
Radoslav Mladineo is registered to do business in multiple states and is committed to providing personalized investment strategies and comprehensive financial solutions to his clients. With a focus on understanding your needs, priorities, and financial situation, Radoslav works tirelessly to help you stay on track and achieve what matters most to you. Let Merrill Lynch Financial Advisor Radoslav Mladineo guide you on your financial journey towards success.
Location & Phone number
520 Newport Center Dr, Newport Beach, CA 92660, United States
Hours open
Monday:
7:00 AM - 3:00 PM
Tuesday:
7:00 AM - 3:00 PM
Wednesday:
7:00 AM - 3:00 PM
Thursday:
7:00 AM - 3:00 PM
Friday:
7:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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