Naples, FL 3066 Tamiami Trail North Office

Jill Rapps is a CFP® with 35 years of experience in the financial services industry. She is currently with Ciccarelli Advisory Services Inc and has worked at firms including OSAIC, E.P. Planners Corp., and FSC Securities Corporation. Beyond her advisory role, she serves as a director of a local nonprofit focused on wellness and holds a certification in coaching. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, and business entities, offering comprehensive financial management and retirement planning. The firm manages portfolios primarily on a non-discretionary basis, employing a mix of fundamental, technical, and mutual fund/ETF analysis with an emphasis on strategic long-term investing.

Paul Ciccarelli is a CFP® and ChFC® with 35 years of experience in financial planning and advisory services. He is affiliated with Ciccarelli Advisory Services Inc and has held roles at firms including Osaic Wealth, Inc. and FSC Securities Corporation. Ciccarelli serves as a board member of the Bentley Village Foundation and is the managing member of Asklepia Group, LLC, a microgreens farm operated by his children. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm provides comprehensive financial management, retirement and tax planning, family wealth protection, and advisory insurance options, managing most client portfolios on a non-discretionary basis with an emphasis on long-term strategic investing.

Lynn Ferraina is a financial advisor with Ciccarelli Advisory Services Inc in Naples, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with firms including FSC Securities Corporation and Ciccarelli Advisory Management. Outside of her advisory role, she serves on local nonprofit committees focused on community support and women’s empowerment. Ciccarelli Advisory Services provides financial management and planning for individuals, families, trusts, charitable organizations, and business entities. The firm emphasizes strategic long-term investing with a non-discretionary, fiduciary approach and serves a large client base across multiple advisory teams.

Anthony Curatolo is a financial advisor with Ciccarelli Advisory Services Inc in Naples, FL, holding Series 63 and Series 65 licenses and having 51 years of industry experience. He has been with Ciccarelli Advisory Services since 1996 and previously worked at FSC Securities Corporation for nearly four decades. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial management and planning services, generally managing portfolios on a non-discretionary basis with an emphasis on strategic long-term investing combined with tactical flexibility.

Kim Kantor is a CFP® with 43 years of industry experience and is affiliated with Ciccarelli Advisory Services Inc in Naples, FL. She has held positions at FSC Securities Corporation and Ciccarelli Advisory Management, LLC. Outside of her advisory work, she serves on the FGCU Foundation Board of Directors and participates in local nonprofit committees related to healthcare and planned giving. Ciccarelli Advisory Services serves individuals, families, trusts, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers comprehensive financial management and planning services with an emphasis on strategic long-term investing, managing client portfolios primarily on a non-discretionary basis while acting in a fiduciary capacity.