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CAS Team Achievements

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

ConnectED 2016 Conference

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captureLynn A. Ferraina and Paul F. Ciccarelli, CFP®, ChFC®, CLU® recently attended the Advisor Group’s 2016 ConnectED conference. The annual event was hosted on September 8-11 at The Gaylord National Resort in Washington, D.C.

 

The conference featured more than 120 educational sessions on a range of topics reflecting the most current industry standards and best practices.

 

ConnectED 2016’s keynote speakers included:

  • Gen. Colin Powell., former United States Secretary of State, former Chairman of the Joint Chiefs of Staff, retired Four-Star General, author and humanitarian;
  • Brit Hume, journalist, senior political analyst and White House correspondent;
  • Karl Rove, Republican political strategist, former Deputy Chief of Staff, author, Fox News contributor and Wall Street Journal columnist;
  • Donna Brazile, Interim Chairperson of the Democratic National Committee, CNN analyst and ABC News contributor; and
  • Dr. Marci Rossell, economist and past Chief Economist for CNBC.

 

 

Denise Rakich Joins CAS

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

As Business Coordinator at our Naples office, Denise will be play a key role in onboarding new clients, as well as performing account maintenance for our existing clients. She will also provide support for trust and estate administration.

“We are excited to welcome Denise to our CAS Team,” said Susan Hansen, Director of Administration at Ciccarelli Advisory Services.  “She has a wealth of knowledge, experience and passion for the client experience.  In the short time she has been with us, she has already made such a positive impact!”

Denise has more than 30 years of experience as a legal assistant, and also served as a client services manager at a local investment advisory firm. She earned her Associate’s degree in Applied Business from Bowling Green State University in Ohio.

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.

Kay Anderson Completes Estate Planning Module

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We are proud to announce that Kay Anderson has reached a key milestone as she works towards earning her CERTIFIED FINANCIAL PLANNER™ certification.

By completing the estate planning module, Kay has developed a strong understanding of the estate and gift tax system, including strategies for developing personal estate plans.

“In addition to her 10 years of hands-on experience at CAS, Kay’s alignment with the CFP® program enriches her understanding and delivery of services for the families we serve,” said Kim Ciccarelli Kantor, President of Ciccarelli Advisory Services. “We are very pleased with her continued passion for learning.”

The CFP® designation, offered through the American College, is widely regarded as one of the most prestigious financial educational programs. Kay’s dedication to continuing her education exemplifies our passion for providing families with knowledgeable advice and financial planning expertise.

Prior to completing the estate planning course, Kay mastered several other topics that are essential to wealth management: the financial planning process and environment, insurance planning, income taxation, planning for retirement needs, and investments.

This fall, Kay will begin her capstone course: the case analysis. She will create a comprehensive financial report, and present the material as if she were meeting with a client.

After she completes the case analysis, Kay will be eligible to take the CFP® exam – the final step in attaining the designation. The six-hour exam covers the core concepts from all previous modules, with an emphasis on applying critical thinking skills and financial planning knowledge to real-life scenarios.

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.

Logan Curti joins CAS

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We are excited for you to meet Logan Curti, a new addition to our growing, family-focused firm.

As New Business Development Coordinator at our Naples office, Logan will plan and execute a cohesive marketing strategy for our firm: managing our social media, email communications and web presence; coordinating events; and ensuring quality and consistency when creating our marketing materials.

“Logan brings a fresh and exciting perspective to our New Business Development Program,” said Geral Smith, Chief Operating Officer and Chief Compliance Officer of Ciccarelli Advisory Services. “In the short time he has been with our CAS family, he has made a positive impact in our marketing strategy.  We look forward to his continued contributions.”

Logan earned his Bachelor’s degree in Public Relations and Advertising from North Dakota State University. Upon graduation, he worked as a sales consultant in Fargo, ND.

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.

Mary Ellen Cooper Joins CAS

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We are excited to share the newest addition to our growing, family-focused firm: Mary Ellen Cooper.

As a part-time Office Coordinator at our Rochester office, Mary Ellen will be instrumental in providing a positive experience for our clients: greeting clients as they arrive, answering the phones, preparing conference rooms for meetings, and facilitating the flow of incoming and outgoing mail.

“Mary Ellen is a delightful addition to our CAS family,” said Geral Smith, Chief Operating Officer and Chief Compliance Officer of Ciccarelli Advisory Services. “Our clients are treated to her bright smile and warm greeting the minute they come through our front door – and they love it!”

Prior to joining our firm, Mary Ellen worked as a receptionist at DiMarco Constructors. She earned her Associate’s degree in Business Management from Bryant & Stratton Business Institute, as well as an Associate’s degree in Liberal Arts and Sciences from Monroe Community College.

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.

 

Josh Espinosa Joins CAS

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Our CAS family is excited to announce the newest addition to our growing, family-focused firm: Josh Espinosa.

As a Financial Advisor at our Naples office, Josh will play an integral role in designing, coordinating and implementing comprehensive financial plans for our clients.

“Josh is a people person with a passion for the work we do, and we are elated to have him join our CAS family team!” said Kim Ciccarelli Kantor, President of Ciccarelli Advisory Services.

Josh has more than 10 years of diversified experience in investment analysis, asset management and financial planning. Prior to joining Ciccarelli Advisory Services, he worked as an investment portfolio analyst with Raymond James in Coral Gables, FL, and served as a due diligence analyst at the Raymond James corporate headquarters in St. Petersburg, FL.

Josh holds his Series 7 and 66 securities registrations. He also earned his Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with MIT Sloan School of Management. Josh earned his Bachelor’s degree in International Relations from the University of South Florida, as well as two Master’s degrees in Business Management and International Business from the University of Florida.

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.

Kim Ciccarelli Kantor Recognized in Barron’s Top 100

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For the seventh year in a row, Kim Ciccarelli Kantor, CFP®, CAP®, is being recognized by Barron’s Business and Financial Weekly as one of their “Top 100 Women Financial Advisors” for 2016.

“We are blessed with a solid foundation of continuous learning. The ability to apply knowledgeable advice from the experiences we garner through the generations of clients we serve is priceless,” Kantor said. “Sharing these experiences with clients everyday helps encourage intelligent, well-thought-out financial decisions for clients planning their own lifestyles and financial futures.”

Kantor was ranked 56th on the 2016 list. Her placement within the “Top 100 Women Financial Advisors” is a reflection of several key factors, including the volume of assets that are managed by the team; positive results from customer satisfaction reports; and the quality and professionalism of the practice.

As president and co-founder of Ciccarelli Advisory Services, Inc., Kantor has more than 34 years of financial planning experience and continues to serve generations of families across the United States. Our entire team of advisors and staff passionately embrace a holistic, family-centered approach to financial planning.
Ciccarelli Advisory Services prides itself in being a family-focused wealth management firm. We serve families well because we are a family. Our family of experienced advisors and staff is dedicated to promoting the financial well-being of your family – today and for generations to come.

To view the complete list of the “Top 100 Women Financial Advisors” for 2016, visit Barron’s Website.

 

The “Barron’s Top 100 Women Financial Advisors” – The rankings are based on qualitative criteria: professionals with a minimum of seven years financial service experience, acceptable compliance records, client retention reports and customer satisfaction reports.  Advisors are quantitatively ranked based on varying types of revenues and asset advised by the financial professional, with weightings associated for each.  Additional qualitative measures include: in depth interviews and discussions with senior management, peers and customers.  Because individual client’s portfolio performance varies and is typically unaudited, this ranking focused on customer satisfaction and quality of advice.  Please see http://online.barrons.com/report/top-financial-advisors for more information.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Kay Anderson Receives Florida Life, Health and Variable Annuity Licenses

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Ciccarelli Advisory Services, Inc. is pleased to announce that Kay Anderson has successfully completed the course work and testing needed to acquire her Florida life, health and variable annuity licenses.

Anderson also holds her Series 7 and 66 registrations. She is enrolled in The American College’s Certified Financial Planner® Certification Education program.

Anderson joined Ciccarelli Advisory Services in 2004 and currently serves as an associate planner. She graduated from Florida Gulf Coast University with a Bachelor’s degree in Accounting and a minor in Computer Information Systems.

Ciccarelli Advisory Services has provided family-focused, comprehensive wealth management services to clients across the United States for more than 30 years. Our firm has offices in Naples, FL, and Rochester, NY.

Four Advisors Earn Accolades in 2016 Distinctive Women Magazine

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Distinctive Women magazine has recognized the dynamic leadership and passion of four advisors from Ciccarelli Advisory Services, Inc.: Kim Ciccarelli Kantor, CFP® CAP™; Jill Ciccarelli Rapps, CAP™; Lynn A. Ferraina; and Carol L. Girvin.

Distinctive Women showcased the family-focused wealth management approach championed by the Ciccarelli team, with an emphasis on the advisors’ commitment to promoting a strong financial future for their clients.

“We help our clients select financial choices by uniting facts and asking the right questions,” said Kim Ciccarelli Kantor. “We learn about family values, what they’ve accomplished and what means the most to them.”

Communication with clients and their families is integral to Ciccarelli’s wealth management approach. By organizing each client’s affairs in a way that the whole family can understand, the advisors have kept generation after generation returning for financial advice – particularly women.

“Women are so comfortable at multi-tasking and taking care of others,” said Jill Ciccarelli Rapps. “We combine our knowledge and experience to help women build financial plans that support what is key in their lives.”

Ciccarelli Advisory Services is a family-owned and operated wealth management firm. With offices in Naples, FL, and Rochester, NY, the firm is committed to providing comprehensive financial planning and investment management to communities nationwide.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

CAS New York: Financial Fair – Client Education Event

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A spectacular turnout of clients and guests convened recently for this festive and educational event held on Saturday, October 17th.   Invited speakers engaged their audiences on estate planning topics including the Responsibilities of a Power of Attorney, Executor and Trustee, as well as Eldercare Planning.  Another session that focused on mitigating Identify Theft was offered twice to suit the demand.  Over 200 were in attendance at this event which was held at the Burgundy Basin Inn in Bushnell’s Basin.

A fair-themed lunch was enjoyed by all while Ray Ciccarelli delivered his always popular Annual Market Wrap.

At the conclusion of the program, those in attendance were still greatly interested in obtaining more information on these and other topics.  Given the interest for additional information relevant to one’s overall financial well-being, additional programs are already in the works for 2016.

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