Jesus Delgado & Heather Martinez Join Ciccarelli Advisory Services
Our CAS team is pleased to welcome two new
Client Services team members to our family-focused firm!
Jesus Delgado will primarily assist Paul Ciccarelli’s team with the financial planning and implementation process, as well as servicing various client needs and requests. Before joining CAS, Jesus spent four years working for various financial firms – including Bank of America, Regions Bank and AXA Advisors.
Jesus is currently pursuing a Bachelor’s degree in Finance at Florida International University and recently enrolled in the CERTIFIED FINANCIAL PLANNER™ program through the American College. Jesus holds his Series 7 and 66 registrations, as well as FL health and life insurance licenses.
Jesus was born in Cuba and has lived in the Naples area since he was a young child. He is passionate about health and fitness (especially weightlifting, biking, hiking, and cooking) and enjoys reading, traveling and playing guitar.
Heather Martinez will play a key role on Jill Ciccarelli Rapps’ team: handling incoming client requests, preparing materials for client reviews meetings, and assisting with various administrative tasks.
Prior to joining our team, Heather gained 18 years of experience working as a Senior Financial Account Representative with OppenheimerFunds. Previously, she worked for the ASPCA as a Veterinary Technician and studied Veterinary Medicine at Bel-Rea Institute for Animal Technology in Denver, CO.
Originally from Hawaii, Heather moved to Naples in 2017 from the Denver area. She lives with her husband of 23 years, Patrick; her daughter Larkin (18) and son Logan (16); and her two dogs and bunny. Outside of work, Heather enjoys playing tennis, going to the beach, camping, and discovering all of the wonderful activities of Florida! She also likes volunteering and mission trips.
Heather Martinez is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.