Christina M. Cleveland has been named on Forbes “Top Women Wealth Advisors” in 2023*, 2022, 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 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” in 2022***, 2021.  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 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 peace of mind.  Together, they make a difference in people’s lives, one client at a time.   ****Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
**Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.*** Published on February 2, 2023. Rankings based on data as of September 30, 2022.***Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.