Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Christina M. Cleveland has been named to Forbes’ Top Women Wealth Advisors in 2019*, 2018 and 2017 and was recognized on the Forbes' "Best-in-State Wealth Advisors" list in 2020**, 2019 and 2018. She has a nationally recognized, goals-based wealth management practice.
Christina is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards. With 34 years in the financial services industry, Christina focuses on building a custom designed Wealth Management style practice to assist her financially complicated and high net worth clients with their overall personal financial strategies. Today, her team continues to strive for excellence and provides an elite client experience which has proven to exceed client’s expectations. Christina and her team build meaningful, lifelong relationships and are an invaluable source of strength and knowledge to clients and their families. Their mission is to provide clients with guidance to solve their financial objectives and make their personal needs and dreams become reality.
Christina’s wealth management style offers a consistent yet customized wealth management experience. Before any financial decisions are made, she considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual, family and/or business professional. She prides herself on her ability to listen and interpret client’s ideas about their financial situations, preferences and goals. Christina uses the vast global resources of Bank of America and Merrill to help explore a wide range of possible strategies. Christina and her Team incorporate their knowledge of finance, investing and estate planning services and collaborate with their clients to establish strategies to best fulfill current and long-term goals.
The Cleveland Team is a source of strength to their clients and their families. They develop personal relationships and look at each individual client's life circumstances and challenges with a customized approach. Christina, Jodi and Stacey incorporate their knowledge of finance, investing and estate planning services and collaborate with their clients to establish strategies to best fulfill current and long-term goals. The Cleveland Team's mission is to provide clients with guidance to solve their financial objectives and make their personal needs and dreams become reality. Together, they make a difference in people’s lives, one client at a time.
Florida State University
Forbes' "America's Top State-by-State Advisors"
Forbes "America's Top Women Wealth Advisors"
Forbes "Best-in-State Wealth Advisors"
Forbes Top Women's Advisor
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.