John Clinger

About John Clinger

My career in the financial services industry began in 1991 at Barnett Bank. In 1996 I moved to Sun Trust Bank, where I served as a Branch Manager from 19••••98 and was a Small Business Lender from I joined Merrill Lynch Wealth Management in and have been serving as the Senior Resident Director of the Fort Myers office since 2009. As a founding member of Clinger, Sizemore & Associates, I built this team with the goal of providing individuals with the same high-quality wealth management I would expect to receive as a client. I believe that this commitment to service excellence, coupled with our dedicated work ethic, collaborative approach and passion are among the reasons that many of our client relationships span multiple generations. I graduated from the University of South Florida in Fort Myers with a bachelor\'s degree in Business. My wife, Rusti, and I have four children. Living and working in Fort Myers, I have developed a deep commitment to our community and actively contribute to its social and environmental well-being. In addition to coaching Little League and serving as an Executive Board Member for Fort Myers Little League, I sit on the Harry Chapin Food Bank Executive Board, Executive Member of the Bishop Verot Catholic High School Advisory Board and member of the Children\'s Advocacy Center Board. As a former Chairman of the United Way of Lee, Hendry, Glades and Okeechobee Board of Directors, I currently sit on its Executive Board and serves as an Allocation Team Leader. 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.

Experience

1. Senior Resident Director, Senior Vice President

   Merrill Lynch

   Dec 2000 — Present

Education

• University of South Florida

  Bachelor's Degree

  1991 — 1993

Skills

• Financial Planning
• Financial Analysis
• Wealth Management
• 401k
• Commercial Banking
• Cash Management
• Asset Allocation
• Banking
• Mutual Funds
• Retirement Planning
• Financial Advisory
• Securities
• Estate Planning
• Relationship Management
• Wealth Management Services
• Investment Strategies
• Alternative Investments
• Finance
• Series 7
• High Net Worth Individuals
• Portfolio Management
• Loans
• Credit
• Retirement
• Strategic Financial Planning
• Investments
• Customer Service
• Investment Advisory