Kevin Cicci is an investment advisory representative at CWM, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, LPL Financial, and DC Advisors, LLC, where he serves as owner and managing partner. Cicci’s business activities include insurance sales of life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Tina Cicci is a financial advisor with CWM, LLC, holding a Series 66 designation and 14 years of industry experience. She has held positions at Cetera Wealth Services, Carson Wealth Management, DC Advisors, and LPL Financial. Outside of advisory work, Cicci serves as a head coach for youth cheerleading at Walpole Youth Football & Cheer. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory options using a discretionary, model-driven investment approach governed by an in-house Investment Committee.