Gary Clawson
Senior Financial Advisor, Vice President at Merrill Lynch
Based in New York, United States
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Seniority
Vp
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
35K
Contact information
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Background
About Gary Clawson
WHY THE STIZZA CLAWSON GROUP? We formed the Stizza Clawson Group to provide an enhanced advisory experience. My team and I help affluent individuals and corporations, locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. We are focused on helping you achieve your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. Our guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step. My passion is fueled by knowing we make a positive difference in the lives of the families and organizations we serve. GETTING TO KNOW GARY: I grew up at the shore in Ocean County. I am passionate about education, helping others and planning for the future. I enjoy being outdoors, exercising and spending time with my family. I attended Rutgers University where I received my undergraduate degree in Marketing. I returned to Rutgers Graduate School of Management where I received my MBA in Strategic Management. I currently reside in Old Bridge with my two children and wife, Tracey. I WOULD WELCOME A CONNECTION IF: •You are a CPA or attorney interested in providing a resource for your clients •You are in need of customized goals-based financial advice and guidance •You want to hear more about our wealth management process •You are interested in discussing our approach to estate planning services TO LEARN MORE ABOUT OUR TEAM: http://fa.ml.com/gary.clawson *CRPC® and Chartered Retirement Planning Counselor℠ are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries."Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions."
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