Local Woman Nationally Recognized on Forbes Two Times in a Row

Christina M. Cleveland, CFP®, Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Boca Raton, was recently recognized on the Forbes “Top Women Wealth Advisors” list for the second consecutive year. Cleveland, who joined Merrill Lynch in 1983, focuses on a custom wealth management process and multigenerational planning for affluent individuals, families, and business owners. In addition, Cleveland was also recognized on the the Forbes "Best-In-State Wealth Advisors" list earlier this year.

A Delray Beach resident, Cleveland has a bachelor’s degree from Florida State University with an emphasis in investment and portfolio analysis. In addition, she is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards. In her free time, Cleveland enjoys spending time with her family and gives back to her community by supporting SOS Children’s Village and Delray Achievement Center. She is also active with her church, Spanish River Church in Boca Raton.

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews.