CAS Profiles – Susan Banta (Florida)

Susan (aka Susie) has worked in the Naples office for 19 years.  She is a registered Paraplanner on Kim Ciccarelli Kantor’s team.   She is also a member of the Ciccarelli family as Kim’s step daughter.  Susie started her financial services career at Painewebber but was quickly recruited by Kim during a lunch meeting back in 1997.

Susie is originally from Rochester, New York, but has lived in Naples since 1981.  She loves to spend time with her family, especially her three grown children:  Danielle (who also works in the Naples office), John and Nick.  She enjoys playing with her two dogs, Abby and Tasha.

Susie is passionate about her work at CAS.   During the time she has been with our company, she has received her Series 7, 6, 24, 51, 63, and Insurance Licenses.  She says that there is never a dull moment at Ciccarelli as there is something new to learn every day!  When Susie is away from the office she loves to unwind by traveling, camping and reading (her favorite author is James Patterson).  If not working in finance, she would be traveling around the country, camping wherever possible.  Among her many talents are baking and cooking; her strawberry jam is legendary!