The prestigious Barron’s Business and Financial Weekly has named Kim
Ciccarelli Kantor, CFP®, CAP™, President of Ciccarelli Advisory
Services, Inc., to its “Top 100 Women Financial Advisors” for 2013. Ms.
Kantor was ranked 44th. She has previously been named to this
esteemed list in 2012, 2011, 2010 and 2007. “A thank you must go out to
my clients, my peer groups in our industry, our team of qualified staff and
advisors who all have enriched the development of our firm from its original
mission statement 30 years ago. Our firm now serves fourth generation family
members. I am privileged to accept this recognition on behalf of our team.”

Kay M. Anderson
successfully completed the
course work and testing to
acquire her Series 7
and Series 66 Registrations.

Susan M. Banta
successfully completed the
course work and testing to
obtain the designation of
Registered Paraplanner

Jason Baum, ChFC®
successfully completed the
course work and testing to
acquire his CFP® licensing.

Jason Gilbert, CFP®
successfully completed the
course work and testing to
acquire his Florida life, health
and variable annuity licenses.

Steven T. Merkel, CFP®, ChFC®
successfully completed the
course work and testing to
acquire his Florida life, health
and variable annuity licenses.

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.

Reap Benefits of the Be-The-Change-Challenge

Local businesses are givers and receivers when they reach out to help in the community.

The Be-The-Change-Challenge, sponsored by è Bella, is touching many lives as more people make commitments to do one act of kindness a day for 30 days. So far, 2,190 acts of kindness have been pledged this year. Even more exciting are the activities of businesses and nonprofit organizations making a commitment among their staff.  To read more, click the image below…