Christina Cleveland

Christina M. Cleveland has been named on Forbes “Top Women Wealth Advisors” in 2021, 2020, 2019, 2018 and 2017 (Published annually February – 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 2025, 2024, 2023, 2022, 2021, 2020, 2019 and 2018 (Published annually January – April. Rankings based on data as of June 30 of prior year). In addition, Christina has been recognized for Forbes “Top Women Wealth Advisors Best In State” in 2025, 2024, 2023, and 2022 (Published annually in February. Rankings based on data as of Sept 30 of prior year).  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 38 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 provide an elite client experience which exceeds client’s expectations. Christina and her team seek to build meaningful, lifelong relationships and be 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 financial well being.  Together, they strive to make a difference in people’s lives, one client at a time.


_{Forbes “America’s Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.}