Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Christina M. Cleveland has been named on Forbes “America's Top Women Wealth Advisors” in 2021*, 2020, 2019, 2018 and 2017 (Published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year) and was recognized on the Forbes "Best-in-State Wealth Advisors" list in 2023**, 2022, 2021, 2020, 2019 and 2018 (Published annually January – April. Rankings based on data as of June 30 of prior year). In addition, she has been recognized on Forbes "Top Women Wealth Advisor, Best-in-State" Advisor list in 2024***, 2023 and 2022 (Published annually in February. Rankings based on data as of June 30 - September 30 of prior year). Christina 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 41 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 and simplify 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, 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 develops a personal insight into client’s lives and understands the role money plays for them. Clients entrust them with their personal dreams, family concerns and heartfelt desires. It is these special relationships the team nurtures that make transformational differences that assist in reaching their financial goals and provide financial well being. Together, they make a difference in people’s lives, one client at a time.
English
Florida State University
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 understand that both your life and the financial markets can change over time. By 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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