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 builds enduring collaborations with our valued clients. We partner with individuals, families, and business owners to deliver planning led financial guidance. We work as an integrated team supported by the global investment capabilities of Merrill and the banking resources of Bank of America. Our objective is to serve as a long term financial partner, helping clients make informed decisions as personal, family, and business priorities evolve over time.
Brunk, Klevan & Associates
Welcome

Welcome to Brunk, Klevan & Associates. Our team works with clients whose financial lives are increasingly complex — particularly business owners balancing personal, family, and company‑related decisions.
We believe effective advice begins with understanding the full picture. By utilizing a comprehensive planning approach, we help clients evaluate trade‑offs, manage transitions, and build clarity across both sides of their balance sheet.

Recognition
Christopher Brunk
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2025-2026
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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Brunk, Klevan & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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About Us
Mission Statement

Our mission is to build enduring collaborations with our valued clients, helping individuals, families, and business owners make confident financial decisions through thoughtful planning and disciplined investment management.

Meet Our Team
Christopher Brunk,

CEPA®, CFP®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
305.577.6911
Pearce Klevan,

CEPA®, CKP®, CPFA®, CRPC™

Senior Vice President, Senior Resident Director
305.252.5603
Monica Knudson,

CFP®

Assistant Vice President, Relationship Manager
305.252.5622
Mary-Jo M Castillo
Officer, Wealth Management Client Associate
305.577.6961
Abigail Malone
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
Bank of America, N.A.
Sameer Derashri
Wealth Strategist
Merrill
Michael Duffy
Wealth Strategist
Merrill
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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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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.
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.