Christopher Brunk

Chris Brunk delivers the depth and resources of one of the world’s most respected wealth management firms with the personalized service of a boutique practice. As a co-founder of Brunk, Klevan & Associates, he serves a diverse Client base that includes senior executives, business owners, corporate retirement plans, retirees, and multigenerational families.

Chris offers personalized, planning-based advice to help Clients build, preserve, and ultimately transfer wealth in alignment with their goals and values. For business owners, he provides guidance throughout the life cycle of their enterprise, from startup to exit, offering insight on retirement plan design, liquidity planning, succession strategies, and business financing. Chris applies a long-term, risk-aware investment approach, always tailoring potential solutions to each Client’s financial goals and risk tolerance.

With more twenty-five years of experience, Chris also brings specialized knowledge in options trading and hedging strategies, company stock programs, concentrated stock management, managed asset portfolios, alternative investments, and fixed income strategies. He is known for his deeply personal approach, prioritizing Clients’ financial well-being and making himself consistently available as a trusted resource through every market condition and life transition.

Chris began his career with Merrill in 1998 and holds the CERTIFIED FINANCIAL PLANNER^® CFP® certification. He has also earned the Certified Exit Planning Advisor (CEPA^®), Certified Plan Fiduciary Advisor^® (CPFA^®), and Chartered Retirement Planning Counselor™ CRPC™ designations.

Chris and his wife of 36 years, Mary, live in Coconut Grove and have three children and two grandchildren. Outside of work, Chris is an avid outdoorsman who enjoys boating, fishing, hiking, and travel.

_{Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.}