Jan Brown Joins CAS

We are eager to announce the newest addition to our growing, family-focused firm: Jan Brown.

As a Client Services Associate at our Naples office, Jan will work closely with Steven Merkel and his clients: scheduling appointments, handling client requests, and preparing materials for annual client reviews and other meetings.

“I’m excited to have Jan as part of my team,” said Steven. “Our clients have already given her a warm welcome and they’re excited to work with her.”

Prior to joining CAS, Jan worked in the Columbus, OH area as a client services associate and team lead senior assistant for Manning & Napier Advisors, and as an inside sales associate with Scioto Metals and Art Iron. She earned her Bachelor’s degree in Business Administration from Ohio Dominican University.

“Jan’s experience, attention to detail and friendly personality have made her a great addition to the CAS family,” Steven added.

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.