Clinger, Sizemore & Associates

Merrill Lynch Wealth Management

13250 University Center Blvd
Fort Myers, FL 33907
(239) 432-6809
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The foundation of our work as wealth managers is to simplify your financial life and provide services that go beyond your investments and exceed your expectations. Our top priority is to use our financial acumen to help you build and maintain the life that you desire.
Clinger, Sizemore & Associates
Merrill Lynch Wealth Management
Welcome

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.

Recognition
John Clinger
Senior Vice President, Senior Resident Director
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Our Approach

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.

Meet Our Team
John D Clinger,

CPFA™, CRPC™

Senior Vice President, Senior Resident Director
239.432.6818
Steven B Sizemore,

CRPC™

First Vice President, Senior Financial Advisor
239.432.6808
Christine L Haut
Assistant Vice President, Wealth Management Associate
239.432.6809
Lizbeth Atkins
Officer, Registered Wealth Management Client Associate
239.432.6828
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Cecilia Remy
Retirement Specialist
Bank of America, N.A.
Kristina Florkey
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.