Palmetto Bay, FL Office

Pearce Klevan serves as the Senior Resident Director at Merrill's Miami at the Falls office. He is a financial advisor specializing in advising business owners, corporate executives, and high-net-worth families through various life and financial transitions. Pearce emphasizes a planning-first approach, focusing on comprehensive financial strategies that include investment management, retirement and estate planning, business planning, and credit and lending solutions. He co-leads the Brunk, Klevan & Associates team while managing a group of financial advisors and client associates. Having joined Merrill Lynch Wealth Management in 2006, Pearce has held various leadership positions, including Sales Manager and Resident Director roles. He has been involved in firm committees such as the Miami Business Integration Committee and the Miami Market Council. Pearce also served on the Merrill Resident Director Advisory Council to Management and was its Chair in 2022. His practice is known for integrating the resources of a global firm with a boutique client experience. Pearce holds a master's degree from Dublin Institute of Technology and a bachelor's degree from Emory University. He is a Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluently speaking English and Spanish, he is involved in community organizations such as the Monica Burguera Foundation, Kendall United Methodist Church, Ransom Everglades High School, and Westminster Christian School. Pearce lives in Palmetto Bay with his wife and three children and maintains personal interests including cooking, fishing, golfing, music, running marathons, scuba diving, skiing, traveling, and spending time with his family.