Robert M. Clinton, JD, CPA/PFS
As an attorney and certified public accountant, I have more than 35 years’ experience in helping others manage virtually all aspects of their financial lives. I have served my clients as their financial planner, estate planner, tax planner, retirement planner, corporate counsel and wealth advisor. My 25+ years’ experience as the Chief Financial Officer for Georg Fischer Central Plastics LLC and United Design Corporation, both family-owned companies that grew, prospered and ultimately sold to new ownership groups, has enriched me with a sense of understanding for the unique financial challenges faced by those engaged in a family business.
Becoming a Financial Advisor for a friend, family member, colleague, or even someone I did not previously know, carries with it a tremendous responsibility. When someone trusts you enough to allow you to advise them on important and intimate matters such as developing a plan that will help them work toward achieving their financial goals or in designing an estate plan that will take care of their loved ones when they can no longer do so or even trusting you to manage their financial investments through sometimes scary and turbulent times, you end up building a relationship and bond with them that is incredibly rewarding in many ways not initially anticipated. It is the development of this bond that I find most rewarding in my career as a Financial Advisor. Honoring this bond with my best effort to help others is my life-long mission.
Although I had been a certified public accountant and attorney for many years, as the needs of those I serve began to shift more and more into the realm of financial and investment planning, I knew that I needed to equip myself with the training and tools needed to continue to add value to them as their advisor. I first became registered with a Financial Industry Regulatory Authority Series 65 registration and then qualified as a Personal Financial Specialist with the American Institute of Certified Public Accountants.
When I am not working, I enjoy spending time with my wife, Tammy, and our boys (now, men), Brian, Jordan and Jaron and playing with our German Shepherd dogs, Luca and Abbie.
If you are looking for a Financial Advisor that will be dedicated to making a positive and permanent impact on your financial health and well-being, I would love the opportunity to sit down with you and discuss the various ways that I can help.
Larry D. Gill
Larry Gill is a Financial Advisor that has dedicated his life to the service of others. He is an avid outdoorsman and friend to many. We invite you to get to know more about Larry.
After serving our great country as a Signal Officer for the U.S. Army, Larry trained as a brokerage consultant for a major life insurance company and rose through the ranks as a branch manager and finally as a regional vice-president. It was during those formative years in the corporate world of finance that Larry developed a passion to directly impact the financial lives of all individuals that he would meet. He knew that in order to reach more people, he would have to leave the corporate world to become an independent advisor, capable of providing a true individual perspective on how one might arrange his or her financial affairs to better their future lives.
Larry has developed and refined a process for a select group of successful business owners, professionals and others, who aspire to achieve a work-optional lifestyle, and he can do the same for you.
Larry’s affiliation with Clinton Wealth Management and Private Advisor Group gives him the resources and the team to deploy his process for the benefit of his clients.