Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters