Christina M. Cleveland is a Senior Vice President-Investments, Wealth Management Advisor, Certified Special Needs Advisor and a Certified Financial Planner for Merrill Lynch in the East Boca Raton office. Christina has been an advisor with Merrill Lynch since 1983 and she obtained her Certified Financial Planner designation in 2003. Christina holds a Bachelor of Science degree in Finance with an emphasis in investments and portfolio analysis from Florida State University. \r\nChristina’s passion for retirement planning and retirement cash flow management for the affluent retiree has provided her the opportunity to serve as a panelist for the Securities Industry and Financial Markets Association ( SIFMA) on retirement. SIFMA is a leading securities industry trade group representing securities firms, banks and asset managers. Christina has been the keynote speaker for the State of Florida Women’s Symposium and she has served on the National Diversity and Inclusion Council for Merrill Lynch. She is currently the President of the South Florida Women’s Exchange for Merrill Lynch. \r\nHer practice focuses on comprehensive wealth management and multigenerational planning for affluent individuals, families, and business owners. Her practice focuses on education for high net worth pre-retirees on appropriate distribution expectations in retirement, estate and income tax minimization, multigenerational planning, the role of asset allocation to investment performance, philanthropic planning and comprehensive liability management. \r\n She and her family reside in Delray Beach Florida and her hobbies include scuba diving, biking and butterfly gardening. \r\n
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Independent and authoritative analysis and perspective for every segment of mergers and aquisitions.