Ciccarelli Advisory Services, Inc.
Description
Address: 9601 Tamiami Trail N, Naples, FL 34108 Hours: Open ⋅ Closes 5PM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (239) 262-6577Website: : : Category: : : : : Place name: Website: http://www.casmoneymatters.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ciccarelli Advisory Services Posting publicly on the Web Write a review Reviews 2 Google reviews
Ciccarelli Advisory Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ciccarelli Advisory Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ciccarelli Advisory Services, Inc. Salaries. You can even request information on how much does Ciccarelli Advisory Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ciccarelli Advisory Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
14 Ciccarelli Advisory Services, Inc. employees in database. Find out everything there's to know about Ciccarelli Advisory Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ciccarelli Advisory Services, Inc. Employees
Employee
Years
Job
Industry
Stacian Passelle Stacian Passelle's Ciccarelli Advisory Services, Inc. Experience January 2014 - Present
Job Experienced Facilitator/Trainer; Management Professional
Industry Financial Services
Experience
Ciccarelli Advisory Services, Inc. January 2014 - Present
PNC Bank March 2012 - January 2014
RBC Bank March 2010 - March 2012
Fifth Third Bank 2007 - 2009
HEART Trust NTA (Jamaica) 2003 - 2006
University of Technology, Jamaica 1999 - 2002
Skills
Training, Retail Banking, Management, Consumer Lending, Credit, Loans, Customer Service, Cross Selling, Branch Management, Commercial Banking, Mortgage Servicing, Risk Management, Banking, Sales, Bank Secrecy Act, Personal Banking, Lines Of Credit, Commercial Lending, Psychology, Event Management
Education
Grand Canyon University
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
University of Phoenix 2013 — 2014
Master of Science (M.Sc.), Psychology, GPA 3.97
University of Technology, Jamaica 1995 — 2002
Bachelor of Science (BSc), Hotel and Resort Management, GPA 3.69
Convent of Mercy Academy "Alpha" 1988 — 1993
High School Diploma
Ciccarelli Advisory Services, Inc. January 2014 - Present
PNC Bank March 2012 - January 2014
RBC Bank March 2010 - March 2012
Fifth Third Bank 2007 - 2009
HEART Trust NTA (Jamaica) 2003 - 2006
University of Technology, Jamaica 1999 - 2002
Skills
Training, Retail Banking, Management, Consumer Lending, Credit, Loans, Customer Service, Cross Selling, Branch Management, Commercial Banking, Mortgage Servicing, Risk Management, Banking, Sales, Bank Secrecy Act, Personal Banking, Lines Of Credit, Commercial Lending, Psychology, Event Management
Education
Grand Canyon University
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
University of Phoenix 2013 — 2014
Master of Science (M.Sc.), Psychology, GPA 3.97
University of Technology, Jamaica 1995 — 2002
Bachelor of Science (BSc), Hotel and Resort Management, GPA 3.69
Convent of Mercy Academy "Alpha" 1988 — 1993
High School Diploma
Jeanne Navagh Jeanne Navagh's Ciccarelli Advisory Services, Inc. Experience April 2012 - Present
Job Registered Client Services Associate
Industry Financial Services
Experience
Ciccarelli Advisory Services, Inc. April 2012 - Present
Skills
Banking, Customer Service, Securities, Investments, Customer Satisfaction, Coaching, Insurance
Education
State University of New York College at Brockport 1977 — 1981
BS
Iroquois Central High School 1975 — 1978
Ciccarelli Advisory Services, Inc. April 2012 - Present
Skills
Banking, Customer Service, Securities, Investments, Customer Satisfaction, Coaching, Insurance
Education
State University of New York College at Brockport 1977 — 1981
BS
Iroquois Central High School 1975 — 1978
Jason Baum, CFP®, ChFC®'s Ciccarelli Advisory Services, Inc. Experience March 2012 - July 2015
Job Financial Advisor at Rehmann Financial
Industry Financial Services
Experience
Rehmann Financial July 2015 - Present
Ciccarelli Advisory Services, Inc. March 2012 - July 2015
Confer Financial Services October 2006 - March 2012
Western & Southern Financial Group October 2005 - September 2006
Skills
Personal Financial..., Investment Management, Financial Planning, Portfolio Management, Investment Strategies, Retirement Planning, Certified Financial..., ChFC, Financial Analysis, Cash Flow Forecasting, Economics, Logistics Management, Technological Solutions, Modern Portfolio Theory, Process Improvement, General Securities..., Marketing, Business Process..., New Business Development
Education
William Howard Taft University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, Summa Cum Laude
The American College 2009 — 2010
Chartered Financial Consultant, Financial Planning and Services
Kaplan University-Davenport Campus 2005 — 2006
Certificate in Financial Planning, Financial Planning
Rehmann Financial July 2015 - Present
Ciccarelli Advisory Services, Inc. March 2012 - July 2015
Confer Financial Services October 2006 - March 2012
Western & Southern Financial Group October 2005 - September 2006
Skills
Personal Financial..., Investment Management, Financial Planning, Portfolio Management, Investment Strategies, Retirement Planning, Certified Financial..., ChFC, Financial Analysis, Cash Flow Forecasting, Economics, Logistics Management, Technological Solutions, Modern Portfolio Theory, Process Improvement, General Securities..., Marketing, Business Process..., New Business Development
Education
William Howard Taft University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, Summa Cum Laude
The American College 2009 — 2010
Chartered Financial Consultant, Financial Planning and Services
Kaplan University-Davenport Campus 2005 — 2006
Certificate in Financial Planning, Financial Planning
Samantha Webster Samantha Webster's Ciccarelli Advisory Services, Inc. Experience May 2012 - Present
Job Financial Planner at Ciccarelli Advisory Services, Inc.
Industry Financial Services
Experience
Ciccarelli Advisory Services, Inc. May 2012 - Present
APFS Wealth Management December 2010 - April 2012
UBS February 2009 - July 2010
Smith Barney September 2000 - February 2009
Skills
Retirement Planning, Financial Planning, Wealth Management, Strategic Financial..., Series 7, Investments, Asset Allocation, Retirement, Estate Planning, Portfolio Management, Asset Managment, 401k, Investment Advisory, Investment Strategies, Mutual Funds, Financial Analysis, Life Insurance, Employee Benefits, Series 63, Valuation, Certified Financial..., Finance, Financial Planners, Series 65
Education
Rochester Institute of Technology 1998 — 2000
BS
Nazareth College of Rochester 1995 — 1998
Ciccarelli Advisory Services, Inc. May 2012 - Present
APFS Wealth Management December 2010 - April 2012
UBS February 2009 - July 2010
Smith Barney September 2000 - February 2009
Skills
Retirement Planning, Financial Planning, Wealth Management, Strategic Financial..., Series 7, Investments, Asset Allocation, Retirement, Estate Planning, Portfolio Management, Asset Managment, 401k, Investment Advisory, Investment Strategies, Mutual Funds, Financial Analysis, Life Insurance, Employee Benefits, Series 63, Valuation, Certified Financial..., Finance, Financial Planners, Series 65
Education
Rochester Institute of Technology 1998 — 2000
BS
Nazareth College of Rochester 1995 — 1998
Steven Merkel, CFP®, ChFC® Steven Merkel, CFP®, ChFC®'s Ciccarelli Advisory Services, Inc. Experience May 2012 - Present
Job Financial Services Industry
Industry Financial Services
Experience
Ciccarelli Advisory Services, Inc. May 2012 - Present
Piedmont Investment Advisors, LLC August 2010 - May 2012
FAC Wealth Management, LLC July 2005 - October 2010
Investor Solutions, Inc. August 2000 - June 2005
U.S Dept. of Defense (US Army Active/Reserves) August 1987 - September 1998
Skills
Finance, Portfolio Management, Strategic Financial..., Securities, Investments, Equities, Retirement Planning, Customer Service, Mutual Funds, Investment Advisory, Financial Risk, Asset Allocation, Microsoft Excel, Security, Management, Wealth Management, Asset Managment, Military, Mergers & Acquisitions, Financial Advisory, Strategic Planning, Investment Strategies, Risk Management, Estate Planning, Series 7, Tax, Alternative Investments, Trading, 401k, Retirement, Asset Management, Investment Management, Series 63
Education
College of Financial Planning 2001 — 2003
CFP- Certified Financial Planner, Financial Planning
The American College 2000 — 2002
ChFC, Chartered Financial Consultant
U.S. Military Academy- FL OCS 1994 — 1996
Commissioned Officer, U.S. Army (Air Defense Artillery)
Shippensburg University of Pennsylvania 1989 — 1993
BS/BA, Finance
Hamburg Area High School 1983 — 1987
Diploma, General Studies
Ciccarelli Advisory Services, Inc. May 2012 - Present
Piedmont Investment Advisors, LLC August 2010 - May 2012
FAC Wealth Management, LLC July 2005 - October 2010
Investor Solutions, Inc. August 2000 - June 2005
U.S Dept. of Defense (US Army Active/Reserves) August 1987 - September 1998
Skills
Finance, Portfolio Management, Strategic Financial..., Securities, Investments, Equities, Retirement Planning, Customer Service, Mutual Funds, Investment Advisory, Financial Risk, Asset Allocation, Microsoft Excel, Security, Management, Wealth Management, Asset Managment, Military, Mergers & Acquisitions, Financial Advisory, Strategic Planning, Investment Strategies, Risk Management, Estate Planning, Series 7, Tax, Alternative Investments, Trading, 401k, Retirement, Asset Management, Investment Management, Series 63
Education
College of Financial Planning 2001 — 2003
CFP- Certified Financial Planner, Financial Planning
The American College 2000 — 2002
ChFC, Chartered Financial Consultant
U.S. Military Academy- FL OCS 1994 — 1996
Commissioned Officer, U.S. Army (Air Defense Artillery)
Shippensburg University of Pennsylvania 1989 — 1993
BS/BA, Finance
Hamburg Area High School 1983 — 1987
Diploma, General Studies
David Peartree, J.D., CFP® David Peartree, J.D., CFP®'s Ciccarelli Advisory Services, Inc. Experience January 2005 - July 2011
Job President at Worth Considering, Inc.
Industry Financial Services
Experience
Worth Considering, Inc. August 2011 - Present
Ciccarelli Advisory Services, Inc. January 2005 - July 2011
Peartree & Peartree LLP January 1993 - December 2004
Zicari, McConville, et al. August 1987 - December 1992
United States Marine Corps April 1985 - August 1987
United States Marine Corps 1984 - 1985
Education
The George Washington University Law School 1980 — 1983
J.D., Law
College of the Holy Cross 1975 — 1979
B.A., Political Science
Worth Considering, Inc. August 2011 - Present
Ciccarelli Advisory Services, Inc. January 2005 - July 2011
Peartree & Peartree LLP January 1993 - December 2004
Zicari, McConville, et al. August 1987 - December 1992
United States Marine Corps April 1985 - August 1987
United States Marine Corps 1984 - 1985
Education
The George Washington University Law School 1980 — 1983
J.D., Law
College of the Holy Cross 1975 — 1979
B.A., Political Science
Daniel Barrus Daniel Barrus's Ciccarelli Advisory Services, Inc. Experience May 2013 - August 2013
Job Financial Analyst at Hamilton Lane
Industry Financial Services
Experience
Hamilton Lane June 2014 - Present
Ciccarelli Advisory Services, Inc. May 2013 - August 2013
Skills
Finance, Economics, Financial Analysis, Investments, Retirement Planning
Education
Saint Joseph's University 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Hamilton Lane June 2014 - Present
Ciccarelli Advisory Services, Inc. May 2013 - August 2013
Skills
Finance, Economics, Financial Analysis, Investments, Retirement Planning
Education
Saint Joseph's University 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Paul F. Ciccarelli, V.P., CFP(r), ChFC(r), CLU Paul F. Ciccarelli, V.P., CFP(r), ChFC(r), CLU's Ciccarelli Advisory Services, Inc. Experience September 1984 - Present
Job IMPORTANT DISCLOSURES at FSC Securities Corp
Industry Financial Services
Experience
FSC Securities Corp March 1990 - Present
Ciccarelli Advisory Services, Inc. September 1984 - Present
Ciccarelli Advisory Services, Inc. May 1984 - Present
Skills
Financial Planning, Investments, Insurance, Public Speaking, Portfolio Management, Risk Management, Business Strategy, Strategic Financial..., Retirement, Leadership, Financial Services, Securities, Wealth Management, Finance, FINRA
Education
The American College 2006 — 2009
ChFC(r)
The American College 2005 — 2007
CFP(r)
The American College 2003 — 2006
CLU, CLU(r)
University of South Florida 1982 — 1984
n/a, Finance & Accounting
Naples High School 1979-80
Naples High School 1979-80
Naples High School 1979-80
FSC Securities Corp March 1990 - Present
Ciccarelli Advisory Services, Inc. September 1984 - Present
Ciccarelli Advisory Services, Inc. May 1984 - Present
Skills
Financial Planning, Investments, Insurance, Public Speaking, Portfolio Management, Risk Management, Business Strategy, Strategic Financial..., Retirement, Leadership, Financial Services, Securities, Wealth Management, Finance, FINRA
Education
The American College 2006 — 2009
ChFC(r)
The American College 2005 — 2007
CFP(r)
The American College 2003 — 2006
CLU, CLU(r)
University of South Florida 1982 — 1984
n/a, Finance & Accounting
Naples High School 1979-80
Naples High School 1979-80
Naples High School 1979-80
Jill Ciccarelli Rapps, CFP, V.P.'s Ciccarelli Advisory Services, Inc. Experience June 1987 - Present
Job Partner, Certified Financial Planner, Ciccarelli Advisory Services, Inc.
Industry Financial Services
Experience
Ciccarelli Advisory Services, Inc. June 1987 - Present
Skills
Portfolio Management, Asset Allocation, Investment Advisory, Strategic Financial..., Wealth Management, Investments, Securities, Alternative Investments
Education
State University of New York College at Potsdam 1983 — 1987
BA, Economics
Ciccarelli Advisory Services, Inc. June 1987 - Present
Skills
Portfolio Management, Asset Allocation, Investment Advisory, Strategic Financial..., Wealth Management, Investments, Securities, Alternative Investments
Education
State University of New York College at Potsdam 1983 — 1987
BA, Economics
Charlotte Doremus's Ciccarelli Advisory Services, Inc. Experience May 2006 - Present
Job Administrative Assistant at Ciccarelli Advisory Services, Inc.
Industry Financial Services
Experience
Ciccarelli Advisory Services, Inc. May 2006 - Present
Skills
Microsoft Office, Investments
Education
Katherine Gibbs School 1961 — 1962
Secretarial
Ciccarelli Advisory Services, Inc. May 2006 - Present
Skills
Microsoft Office, Investments
Education
Katherine Gibbs School 1961 — 1962
Secretarial
Jasen Gilbert, CFP®'s Ciccarelli Advisory Services, Inc. Experience September 2006 - Present
Job Associate Planner at Ciccarelli Advisory Services, Inc.
Industry Financial Services
Experience
Ciccarelli Advisory Services, Inc. September 2006 - Present
Ozona Management Corporation September 1999 - February 2005
Skills
Investments, Securities, Wealth Management, Strategic Financial..., Asset Allocation, FINRA, Microsoft Office, Portfolio Management, Investment Advisory..., Investment Advisory, Registered Investment..., Retirement Planning
Education
University of South Florida 1997 — 1999
Bachelors of Science (B.S.)
Ciccarelli Advisory Services, Inc. September 2006 - Present
Ozona Management Corporation September 1999 - February 2005
Skills
Investments, Securities, Wealth Management, Strategic Financial..., Asset Allocation, FINRA, Microsoft Office, Portfolio Management, Investment Advisory..., Investment Advisory, Registered Investment..., Retirement Planning
Education
University of South Florida 1997 — 1999
Bachelors of Science (B.S.)
Nicole Sadez's Ciccarelli Advisory Services, Inc. Experience May 2012 - August 2013
Job Client Relationship Manager at Summit Wealth Partners, Inc.
Industry Financial Services
Experience
Summit Wealth Partners, Inc. August 2014 - Present
Thomas Howell Ferguson P.A. January 2014 - May 2014
Alpha Chi Omega November 2012 - October 2013
Ciccarelli Advisory Services, Inc. May 2012 - August 2013
Licenses, Etc June 2011 - July 2011
Wilson Creative Group May 2011 - July 2011
Skills
Social Media, Training, Sales, Research, Facebook, Marketing, PowerPoint, Social Media Marketing, Microsoft Excel, Microsoft Office, Market Research, Event Planning, Leadership, Public Relations, Time Management, Social Networking
Education
Florida State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing and Finance, 3.913
Barron Collier High School 2006 — 2010
Summit Wealth Partners, Inc. August 2014 - Present
Thomas Howell Ferguson P.A. January 2014 - May 2014
Alpha Chi Omega November 2012 - October 2013
Ciccarelli Advisory Services, Inc. May 2012 - August 2013
Licenses, Etc June 2011 - July 2011
Wilson Creative Group May 2011 - July 2011
Skills
Social Media, Training, Sales, Research, Facebook, Marketing, PowerPoint, Social Media Marketing, Microsoft Excel, Microsoft Office, Market Research, Event Planning, Leadership, Public Relations, Time Management, Social Networking
Education
Florida State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing and Finance, 3.913
Barron Collier High School 2006 — 2010
Bridget Malone Weatherby's Ciccarelli Advisory Services, Inc. Experience March 2004 - June 2005
Job Medical Admin University of Colorado Health Cardiology
Industry Medical Practice
Experience
University of Colorado Health January 2013 - Present
University of Colorado Health August 2011 - January 2013
Medical and Sports Rehabilitation Center, Inc. October 2005 - June 2010
Ciccarelli Advisory Services, Inc. March 2004 - June 2005
Sullivan & Associates April 2000 - March 2004
Education
Everest College-Colorado Springs 1990 — 1992
Associates Degree, ParalegalOctober, A
University of Colorado Health January 2013 - Present
University of Colorado Health August 2011 - January 2013
Medical and Sports Rehabilitation Center, Inc. October 2005 - June 2010
Ciccarelli Advisory Services, Inc. March 2004 - June 2005
Sullivan & Associates April 2000 - March 2004
Education
Everest College-Colorado Springs 1990 — 1992
Associates Degree, ParalegalOctober, A