Brunk, Klevan & Associates

Merrill Lynch Wealth Management
200 S. Biscayne Blvd
Suite 4500
Miami, FL 33131
(305) 252-5603
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Brunk, Klevan & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Brunk, Klevan & Associates
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Pearce Klevan
Senior Vice President, Senior Resident Director
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Approach

Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.

The value of the relationship with you includes:

  • helping you make informed decisions
  • recognizing your life priorities and goals
  • understanding your investment style
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets
Meet Our Team
Pearce Klevan,

CKP®,CPFA™,CRPC™

Senior Vice President, Senior Resident Director
305.252.5603
Chris A Brunk,

CEPA®,CFP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
305.577.6911
Monica Knudson,

CFP®

Assistant Vice President, Wealth Management Associate
305.252.5622
Mary-Jo M Castillo
Wealth Management Client Associate
305.577.6961
Fiona Allgaier
Wealth Management Client Associate
305.252.5655
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Carlos Sacerio
Wealth Management Lending Officer
NMLS #1285843
Jason Albano
Wealth Strategies Advisor
Thomas Schneckner
Investment Solutions Group Portfolio Strategist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.