Denise Rakich Joins CAS

We are pleased to announce a new addition to our growing, family-focused firm: Denise Rakich.

As Business Coordinator at our Naples office, Denise will be play a key role in onboarding new clients, as well as performing account maintenance for our existing clients. She will also provide support for trust and estate administration.

“We are excited to welcome Denise to our CAS Team,” said Susan Hansen, Director of Administration at Ciccarelli Advisory Services.  “She has a wealth of knowledge, experience and passion for the client experience.  In the short time she has been with us, she has already made such a positive impact!”

Denise has more than 30 years of experience as a legal assistant, and also served as a client services manager at a local investment advisory firm. She earned her Associate’s degree in Applied Business from Bowling Green State University in Ohio.

At Ciccarelli Advisory Services, we focus on what matters to your family because we are a family. We embrace a holistic approach to wealth management and financial planning. Our family of advisors and staff is dedicated to promoting the financial well-being of your family – today and for generations to come.