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Pearce K

Series 66

Palmetto Bay, FL

Merrill

Pearce Klevan is a financial advisor and Senior Resident Director at Merrill's Miami at the Falls office. In this leadership role, he manages office culture and mentors team members. Pearce co-leads the Brunk, Klevan & Associates team, serving business owners, corporate executives, and high-net-worth families by providing comprehensive financial planning and investment management. With over two decades of experience, Pearce specializes in coordinating complex financial needs, including business lifecycle planning, liquidity management, retirement and estate strategies, and credit and lending solutions. His approach emphasizes planning and aligning the entire financial picture to help clients pursue their long-term goals rather than reacting to market fluctuations. He holds several professional designations including Certified Exit Planning Advisor, Certified 401(k) Professional, Chartered Retirement Planning Counselor, and others. Pearce earned his bachelor's degree from Emory University and a master's degree from Dublin Institute of Technology. He is fluent in English and Spanish and has lived internationally. Outside of work, he is actively involved in his community, serving on boards of multiple charitable and school-based organizations. Pearce lives in Palmetto Bay with his wife and three children and enjoys activities such as scuba diving, marathon running, fishing, golfing, cooking, and traveling.

Business ownership considerations Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Family Business Founder/Business Owner Executive Mid-Career Professionals Established Professionals Parents
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