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Naples, FL (June 9, 2021) – Jasen Gilbert, CFP (15 years with CAS), Steven Merkel, CFP, CHFC (9 years) and Kay Anderson, CFP (16 years) have recently become partners of the Naples, FL office of Ciccarelli Advisory Services, Inc. These three planner associates have extensive experience in the financial services industry, committed to the family focused comprehensive planning approach Ciccarelli Advisory Services, Inc. has proudly delivered to clients for 35+ years from its family led offices in Naples, FL and Rochester, NY. President and co-founder, Kim Ciccarelli Kantor, affirmed the board’s commitment to the exclusive niche of the firm noting “these advisors bring a wealth of experience to Ciccarelli Advisory Services allowing us to continue our legacy of assisting future generations of the current families we serve.” On behalf of Paul F. Ciccarelli, Anthony J. Curatolo, Lynn A. Ferraina, Raymond F. Ciccarelli and Jill C. Rapps, the firm is very proud to welcome these three bright young associates into the firm as partners and as a vital part of our continuity planning. 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. Ciccarelli Advisory Services, Inc. 9601 Tamiami Trail North | Naples, FL 34108 | 239.262.6577 110 Linden Oaks, Suite E | Rochester, NY 14625 | 585.383.0180 Visit us online at CASMoneyMatters.com
Naples, FL (June 9, 2021) – Jasen Gilbert, CFP (15 years with CAS), Steven Merkel, CFP, CHFC (9 years) and Kay Anderson, CFP (16 years) have recently become partners of the Naples, FL office of Ciccarelli Advisory Services, Inc. These three planner associates have extensive experience in the financial services industry, committed to the family focused comprehensive planning approach Ciccarelli Advisory Services, Inc. has proudly delivered to clients for 35+ years from its family led offices in Naples, FL and Rochester, NY.
President and co-founder, Kim Ciccarelli Kantor, affirmed the board’s commitment to the exclusive niche of the firm noting “these advisors bring a wealth of experience to Ciccarelli Advisory Services allowing us to continue our legacy of assisting future generations of the current families we serve.” On behalf of Paul F. Ciccarelli, Anthony J. Curatolo, Lynn A. Ferraina, Raymond F. Ciccarelli and Jill C. Rapps, the firm is very proud to welcome these three bright young associates into the firm as partners and as a vital part of our continuity planning.
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.
Ciccarelli Advisory Services, Inc. 9601 Tamiami Trail North | Naples, FL 34108 | 239.262.6577 110 Linden Oaks, Suite E | Rochester, NY 14625 | 585.383.0180 Visit us online at CASMoneyMatters.com