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CAS Team Achievements

Learn more about the recent accomplishments and community involvement of our family team.

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Samantha Webster Earns CFP® Certification

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We are proud to announce that Samantha has earned her CERTIFIED FINANCIAL PLANNER™ certification!

Samantha’s hard work and dedication reflect our firm’s unwavering commitment to expanding our financial planning acumen and delivering knowledgeable guidance to our clients.

“Samantha has demonstrated a consistent willingness to learn and grow in her role as an associate advisor,” said Ray Ciccarelli, Vice President of Ciccarelli Advisory Services. “Her educational achievement is a prime example of her dedication to serving the ever-changing needs of our client families.”

In light of Samantha’s completion of the CFP® program, Ciccarelli Advisory Services now has 10 CERTIFIED FINANCIAL PLANNER™ professionals on our team!

The CFP® certification is regarded as one of the most prestigious and rigorous financial education programs. By completing all of the requirements, Samantha has developed a strong foundational knowledge of essential financial planning concepts, including:

  • The financial planning process and regulatory environment;
  • Planning for retirement needs;
  • Investment management;
  • Insurance planning;
  • Income taxation; and
  • Estate planning.

Congratulations, Samantha!

Investment advisory services offered through Ciccarelli Advisory Services Inc., a registered investment adviser independent of FSC Securities Corporation. Securities and additional investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. 9601 Tamiami Trl N, Naples, FL 34108. 239-262-6577.

Serving Our Naples Community

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#1 – Rookery Bay

 

 

Eight of our CAS family team members volunteered their time and labor at the Rookery Bay National Estuarine Research Reserve on August 17!

 

Our team was tasked with combatting an invasive plant species (the air potato vine) that has proliferated throughout the coastal environments of Southwest Florida.

 

With the potential to grow at a rate of 4-6 inches per day, the expansive vines of the air potato deprive native plants of much-needed sunlight and water resources – threatening the health and biodiversity of the entire ecosystem.

 

Toiling under the scorching summer sun is no stroll in the park, but our sweat and hard work paid off. We are proud to have done our part to keep Florida beautiful!

 

 

#2 – Collier Child Care Resources

 

 

Four members of our family team volunteered their time and creative talent to benefit Collier Child Care Resources on September 7!

 

Our team assisted with constructing and decorating “pool noodle horses” at Child’s Path, a nonprofit organization that fosters a community of educational development and opportunity for underprivileged children and families in Collier County.

 

We are grateful for the opportunity to serve an organization that is committed to preparing future generations for a lifetime of success. The beaming faces of joyful children is the most rewarding sight of all!

 

Melissa Cook & Kate Wilson Join Ciccarelli Advisory Services

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OUR CAS TEAM IS PLEASED TO WELCOME TWO NEW

CLIENT SERVICES TEAM MEMBERS TO OUR FAMILY-FOCUSED FIRM!

 

Melissa Cook will be responsible for opening new client accounts, processing updates and distributions to existing accounts, and providing continuous support to clients of Ray Ciccarelli and Samantha Webster.

 

Melissa joins our team with more than three years of professional experience. Prior to joining CAS, Melissa worked for Remedy Partners as a management consultant and also worked for GlobeTax Services, where she handled cross-border withholding investments and managed portfolios as part of the Reclaim Services team.

 

She earned her Bachelor’s degree in Business Administration (concentration in finance) from Ithaca College, where she was also a Flora Brown Scholar and winner of the PricewaterhouseCooper’s Case Challenge.

 

Born in Texas, Melissa grew up in Macedon, NY, with her father and grandparents. In her free time, she enjoys traveling, athletic training, gymnastics, and skiing. She has a special passion for cheerleading, having spent most of her childhood traveling across the country as part of a competitive cheer team and having competed in the Cheerleading World Championships for four consecutive years!

 

 

Kate Wilson will play a key role in anticipating and responding to clients’ needs: servicing accounts, processing client updates and requests, and preparing and tracking paperwork for Ray Ciccarelli and Samantha Webster.

 

Prior to joining CAS, Kate worked as a public school teacher for two years, followed by two years of experience as an Associate Financial Representative for Northwestern Mutual. She earned her Bachelor’s degree in English and Education from Grove City College, and she completed her Master of Education in Reading and Literacy at SUNY Geneseo.

 

Originally from Rochester, NY, Kate lived in Charlotte, NC, for a brief stint before returning to Rochester to be closer to family. Outside of the office, she enjoys reading, cooking/baking, running and yoga; and she is definitely a morning person!

 

 

Melissa Cook and Kate Wilson are not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.

 

Josh Espinosa Earns CFP® Certification

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We are proud to announce that Josh Espinosa has earned his CERTIFIED FINANCIAL PLANNER™ certification!

 

Josh’s hard work and dedication exemplify our firm’s commitment to expanding our financial planning acumen and enhancing our ability to deliver knowledgeable guidance to clients.

 

In light of Josh’s completion of the CFP® program, Ciccarelli Advisory Services now has nine CERTIFIED FINANCIAL PLANNER™ professionals on our team.

 

“Josh has demonstrated a passion for professional growth and continuous learning in his role as an associate advisor,” said Kim Ciccarelli Kantor, President of Ciccarelli Advisory Services. “His educational achievement is a clear reflection of his enthusiasm for serving the ever-changing needs of our client families.”

 

The CFP® certification is widely regarded as one of the most prestigious and rigorous financial education programs. By fulfilling all of the requirements, Josh has developed a strong foundational knowledge of essential financial planning concepts, including:

  • The financial planning process and regulatory environment;
  • Planning for retirement needs;
  • Investment management;
  • Insurance planning;
  • Income taxation; and
  • Estate planning.

 

Congratulations, Josh!

 

Lyndsey Landgraf Joins Ciccarelli Advisory Services

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Please welcome Lyndsey Landgraf as an additional team member to our Planning Services area! Lyndsey will help spearhead firm-wide initiatives essential to supporting financial advisor’s annual review meetings.

 

Lyndsey joins CAS with a decade of experience in management – meeting and exceeding sales goals, budgeting, and training new staff – as well as eight years of fundraising experience.

 

She studied Romance Languages (Spanish and French) at the University of Georgia. Originally from California, Lyndsey lived in various locales across the U.S. before moving to Naples in 2016 to be closer to her parents. She lives with her dog Fritz and two cats, Ani and Zelda Fitzgerald.

 

Outside of the office, Lyndsey enjoys solo traveling, trying new vegan restaurants, studying foreign languages, reading and fashion. She also has a passion for health, self-improvement and animal welfare.

 

Jesus Delgado & Heather Martinez Join Ciccarelli Advisory Services

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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.

 

Brenda Johnson & Carol Mikelsavage Join Ciccarelli Advisory Services

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Our CAS team is pleased to welcome two new 

Operations Specialists to our family-focused firm!

 

Brenda Johnson will play a key role in processing securities, establishing new accounts, and providing general account service for our entire team. She joins our team with more than 10 years of financial services experience. Brenda has served in a variety of roles – including financial advisor, operations, registered representative and executive assistant – for large firms such as Morgan Stanley, Smith Barney and Raymond James.

 

Originally from Connecticut, Brenda first moved to Ft. Myers in 1995. She spent time living in Alpharetta, GA, and southern Indiana and has recently returned to the area in 2017. She enjoys yoga, cooking, equestrian sports, fishing and hiking.

 

 

Carol Mikelsavage will facilitate the onboarding of new clients and pulling new account paperwork. Carol has more than 20 years of diversified experience in the financial industry. Before joining CAS, she served as an investment associate for Comerica Wealth Management; a trust operations manager for the PrivateBank and Trust; and a financial advisor with American Express Financial. Carol earned her degree from the Dorsey Business School in Michigan.

 

Carol moved to Naples from the Detroit, MI, area in 2017. Outside of the office, she volunteers for the Accounting Aid Society and the American Cancer Society. Carol also enjoys swimming, gardening, arts and crafts, and appreciating all of the beauty Naples has to offer.

 

 

Brenda Johnson and Carol Mikelsavage are not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.

 

Liz Joins CAS

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Our CAS team is pleased to announce a new addition to our growing, family-focused firm: Liz Koplitz!

 

As an Operations Specialist at our Naples office, Liz will be instrumental in assisting our advisory team with Trust and Estate Coordination for our clients.

 

Prior to joining CAS, Liz spent 13 years working with seniors and people with disabilities to help them enhance their quality of life.

Before moving to Naples from New York, she served as the director for worldwide Information Technology and Development organizations at major entertainment and advertising companies. Liz holds a Bachelor’s degree in Organizational Management and IT Management, and she is also a Certified Senior Advisor and a Paralegal.

 

“Liz brings an abundance of professional experience and legal knowledge to our CAS team,” said Susan Hansen, Director of Administration. “Her distinctive skill set and strong work ethic will further enhance our firm’s ability to deliver trust and estate services to our client families.”

 

In her free time, Liz enjoys quilting and traveling with her husband. She is an active volunteer at St. John the Evangelist Church as both a second grade teacher and a Eucharistic Minister for the homebound.

 

 

Liz Koplitz is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.

Judy Alexander-Wasley Earns CFP® Certification

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We are proud to announce that Judy Alexander-Wasley has earned her CERTIFIED FINANCIAL PLANNER™ certification!

 

Judy’s achievement embodies our firm’s ongoing commitment to expand our financial planning acumen through continuing education; which, in turn, heightens our ability to deliver knowledgeable guidance to client families.

 

“Throughout her five years with CAS, Judy has consistently demonstrated a willingness to learn and grow in her role as an advisor,” said Ray Ciccarelli, Vice President and Co-Founder of Ciccarelli Advisory Services. “Her educational attainment is a prime example of her dedication to serving the ever-changing needs of our client families.”

 

The CFP® certification is widely regarded as one of the most prestigious and rigorous financial education programs. By successfully completing the program, Judy has developed a strong foundational knowledge of essential financial planning concepts, including:

◊ The financial planning process and regulatory environment;

◊ Planning for retirement needs;

◊ Investment management;

◊ Insurance planning;

◊ Income taxation; and

◊ Estate planning.

 

In light of Judy’s completion of the CFP® program, Ciccarelli Advisory Services now has eight CERTIFIED FINANCIAL PLANNER™ professionals on our team.

 

Sharpening our Financial Acumen

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In an effort to sharpen our financial acumen and remain on the cutting edge of industry best practices, our CAS family team of advisors recently attended two professional conferences in Orlando.

 

Both conferences focused on several key considerations that are paramount to our firm, including:

 

♦ Holistic Wealth Management: Designing a comprehensive plan that encompasses all of your priorities and goals, while also providing additional service offerings so we may serve all of your financial needs.

 

Thriving in the Fiduciary Era: Navigating the new DOL rules and regulations in a manner that promotes the well-being of our client families.

 

♦ Advanced Tax Strategies: Examining the current tax code and identifying opportunities to alleviate your tax burden.

 

♦ Operational Best Practices: Maximizing efficiency in terms of our client service and processing.

 

♦ Current Market Environment: Closely analyzing market performance and trends.

 

 

 

 

Ray, Paul, Jill, Lynn and Tony represented Ciccarelli Advisory Services at the Advisor Group’s ConnectED conference. This year’s event featured a star-studded lineup of speakers, including Alan Mulally, former president and CEO of the Ford Motor Company; and Neil Cavuto, senior VP and managing editor of Fox News Channel and Fox Business Network.

 

After ConnectED, Kim, Ray, Paul, Jill and Lynn continued to the City National Rochdale conference.

 

We are eager to apply our enhanced knowledge and insight in a way that promotes your family’s financial wellness!

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