Clinger, Sizemore & Associates
| Clinger, Sizemore & Associates has a longstanding history with Merrill Lynch Wealth Management, dating back to 1972 when founding partner Stowe Gardner opened the Fort Myers office. Today, we continue to build on that legacy by helping clients achieve their financial goals through a consultative approach, paired with a level of attentiveness that consistently exceeds expectations. We believe geographic distance is no barrier to building and sustaining meaningful, long-term relationships. Our success is grounded in hard work, professionalism, and highly personalized service. Rather than focusing solely on investments, our client-centric approach to wealth management considers the broader picture of each client’s life. We take the time to understand what matters most, identifying strategies that align with their goals—from retirement income and legacy planning to liability management, lending solutions, and education strategies for the next generation. Guided by Merrill’s principle of Responsible Citizenship, our team is actively engaged in the communities we serve through involvement in organizations such as the United Way and The Heights Foundation. Our commitment extends beyond addressing today’s financial needs. We strive to anticipate and support the evolving needs of our clients and their families—serving their children and grandchildren for generations to come. |
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Wealth management is an ongoing, personalized process. We work with you to understand what matters most—today and in the future—and help guide you through life's changes with a strategy built around your goals and priorities.
By getting to know you, your family, and your investment style, we create a financial approach tailored to your unique needs. Our Investment Personality Assessment helps us better understand how you think about investing, allowing us to customize a strategy aligned with your values and long-term objectives.
As your life evolves, your financial plan should evolve with it. We're here to help you stay on track and make thoughtful adjustments over time.
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.
