Andrea Mitchell Joins CAS

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

As an Administrative Associate at our Naples office, Andrea will assist Kim Ciccarelli Kantor and Paul Ciccarelli by preparing client portfolios for annual reviews, generating reports and maintaining up-to-date client records.

“Andrea has been a wonderful addition to our CAS family,” said Susan Hansen, Director of Administration at Ciccarelli Advisory Services. “Her work behind the scenes and with our clients will be a tremendous asset to the firm.”

Andrea has performed a variety of administrative roles throughout her life. She worked as an administrative assistant for a local insurance broker agency for several years, and also served in a similar capacity at a retirement planning firm.

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.

Andrea Mitchell is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.