Four Advisors Earn Accolades in 2016 Distinctive Women Magazine
Distinctive Women magazine has recognized the dynamic leadership and passion of four advisors from Ciccarelli Advisory Services, Inc.: Kim Ciccarelli Kantor, CFP® CAP™; Jill Ciccarelli Rapps, CAP™; Lynn A. Ferraina; and Carol L. Girvin.
Distinctive Women showcased the family-focused wealth management approach championed by the Ciccarelli team, with an emphasis on the advisors’ commitment to promoting a strong financial future for their clients.
“We help our clients select financial choices by uniting facts and asking the right questions,” said Kim Ciccarelli Kantor. “We learn about family values, what they’ve accomplished and what means the most to them.”
Communication with clients and their families is integral to Ciccarelli’s wealth management approach. By organizing each client’s affairs in a way that the whole family can understand, the advisors have kept generation after generation returning for financial advice – particularly women.
“Women are so comfortable at multi-tasking and taking care of others,” said Jill Ciccarelli Rapps. “We combine our knowledge and experience to help women build financial plans that support what is key in their lives.”
Ciccarelli Advisory Services is a family-owned and operated wealth management firm. With offices in Naples, FL, and Rochester, NY, the firm is committed to providing comprehensive financial planning and investment management to communities nationwide.