Clinger, Sizemore & Associates
Clinger, Sizemore & Associates has a long history with Merrill Lynch Wealth Management, dating back to 1972 when founding partner, Stowe Gardner opened the Fort Myers office. Today, we continue to help our clients achieve their financial goals through a consultative process, while providing a level of attentiveness that surpasses their expectations.
We’ve found that geographic distance is no obstacle to building and maintaining long-term relationships based on hard work, professionalism and personalized service. Rather than focusing solely on investments, our client-centric approach to wealth management takes a broad overview of our clients’ lives. We are committed to exploring what is most important to them and to identifying strategies that complement their goals, including retirement income and legacy planning strategies, liability management and lending, and next generation education programs.
Embracing the Merrill principle of Responsible Citizenship, our team members are actively involved in a variety of community outreach programs, including The United Way and The Heights Foundation.
We pledge not only to address your current needs, but also to anticipate and serve the financial needs of your children and grandchildren for many years to come.
Wealth Management is a dynamic process. As we focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life's ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you, your family and developing a plan. Our job is to understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. we will be here to help you make adjustments to your plan if and when necessary over time.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
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.
