Kim Ciccarelli Kantor named one of Barron’s 2015 Top 100 Women Financial Advisors

The prestigious Barron’s Business and Financial Weekly has named Naples’ Kim Ciccarelli Kantor, CFP^® CAP™, President of Ciccarelli Advisory Services, Inc., to its “Top 100 Women Financial Advisors” for 2015.  Ms. Kantor was ranked 48^th. She has previously been named to this esteemed list in 2014, 2013, 2012, 2011, 2010 and 2007. The ranking reflects the volume of assets overseen by Ms. Kantor and her team, and the quality and professionalism of her practice. Investment performance is not explicitly a criterion.

Kim has served families in the SW Florida community, along with additional family members, for over 30 years. The firm was founded as an independent advisory company, from the Ciccarelli Family team mission, to serve clients based on their needs throughout different stages in their lives, placing family values as a top priority.

“We are so thankful to our clients, who have expressed their confidence and appreciation for the work we accomplish together. It is a joy to serve when we believe in and are passionate about what we do. I am so very proud of everyone in our company, those who are responsible for the privilege of this recognition”, says Kim.

The firm provides comprehensive financial planning and investment management, including financial discussions for proper cash flow planning, income tax planning, charitable desires, advanced estate solutions, long-term care planning, portfolio design and monitoring, family meetings and education. Ciccarelli Advisory Services is a family-owned and operated wealth management firm with offices in Naples, Florida, and Rochester, New York, serving communities nationwide.

The “Barron’s Top 100 Women Financial Advisors” – The rankings are based on qualitative criteria: professionals with a minimum of seven years financial service experience, acceptable compliance records, client retention reports and customer satisfaction reports.  Advisors are quantitatively ranked based on varying types of revenues and asset advised by the financial professional, with weightings associated for each.  Additional qualitative measures include: in depth interviews and discussions with senior management, peers and customers.  Because individual client’s portfolio performance varies and is typically unaudited, this ranking focused on customer satisfaction and quality of advice.  Please see http://online.barrons.com/report/top-financial-advisors for more information.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.