Kim Ciccarelli Kantor Named One of Barron’s Top 100 Women Financial Advisors
Naples, FL, July 04, 2010 --(PR.com)-- The prestigious Barron’s Business and Financial Weekly has named Naples’ Kim Ciccarelli Kantor, CFP® CAP™ President of Ciccarelli Advisory Services, Inc. to its “Top 100 Women Financial Advisors” for 2010. Ms. Kantor was ranked 28th. The ranking reflects the volume of assets overseen by the advisor and their teams, and the quality of their practices. Investment performance is not explicitly a criterion. This is the second time in the last five years she has been named to this Top 100 annual listing.
Kim has served families in the SW Florida community, along with additional family members, for nearly 30 years. The firm was founded as an independent advisory company, from the Ciccarelli Family team mission, to serve clients based on their needs throughout different stages in their lives, placing family values as a top priority.
The firm provides comprehensive financial planning and investment management, including financial discussions for proper cash flow planning, income tax planning, charitable desires, advanced estate solutions, long-term care planning, portfolio design and monitoring, family meetings and education. Ciccarelli Advisory Services is a family-owned and operated wealth management firm with offices in Naples, Florida, Bonita Springs, Florida, and Rochester, New York, serving in communities nationwide.
“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 the 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,” says Kim.
For more information about this award of Ciccarelli Advisory Services, Inc., please call 239-262-6577, email ciccarelli@cas-naplesfl.com, or visit www.CASMoneyMatters.com.
Investment advisory services offered through Ciccarelli Advisory Services Inc., a registered investment adviser independent of FSC Securities Corporation. Additional securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
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 unedited, this ranking focused on customer satisfaction and quality of advice.
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.
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Kim has served families in the SW Florida community, along with additional family members, for nearly 30 years. The firm was founded as an independent advisory company, from the Ciccarelli Family team mission, to serve clients based on their needs throughout different stages in their lives, placing family values as a top priority.
The firm provides comprehensive financial planning and investment management, including financial discussions for proper cash flow planning, income tax planning, charitable desires, advanced estate solutions, long-term care planning, portfolio design and monitoring, family meetings and education. Ciccarelli Advisory Services is a family-owned and operated wealth management firm with offices in Naples, Florida, Bonita Springs, Florida, and Rochester, New York, serving in communities nationwide.
“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 the 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,” says Kim.
For more information about this award of Ciccarelli Advisory Services, Inc., please call 239-262-6577, email ciccarelli@cas-naplesfl.com, or visit www.CASMoneyMatters.com.
Investment advisory services offered through Ciccarelli Advisory Services Inc., a registered investment adviser independent of FSC Securities Corporation. Additional securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
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 unedited, this ranking focused on customer satisfaction and quality of advice.
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.
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Contact
Ciccarelli Advisory Services, Inc.
Myrna Rivera
239-262-6577
www.casmoneymatters.com
Myrna Rivera
239-262-6577
www.casmoneymatters.com
Contact
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