Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Christina M. Cleveland has been named to Forbes’ Top Women Wealth Advisors in 2017* and was recognized on the Forbes' "Best-in-State Wealth Advisors" list** in 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. 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.
*Source: Forbes' "America's Top Women Wealth Advisors" list, February 2017. For more information about the selection criteria, go to www.SHOOKresearch.com . Forbes is a trademark of Forbes Media LLC. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
**Source: Forbes "Best-in-State Wealth Advisors" list, February 2018. For more information about the selection criteria, go to http://details-he.re/UbRCGT . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.
Florida State University
Forbes Top Women's Advisor
Forbes' "America's Top State-by-State Advisors"
Our experts examine the forces that are changing the world – and how they may impact your life
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, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.