Planning Services Coordinator
Danielle Lynch serves on our Planning Services team. She works closely alongside advisors and staff as in integral part of the planning process for annual reviews. She gathers and analyzes data while interpreting and compiling the data into reports for client meetings. Danielle worked as an intern for ten years and joined as a permanent member of our Operations team in 2014.
Danielle is the granddaughter of Kim Ciccarelli Kantor, and the daughter of Susan Banta. As a member of the Ciccarelli family, Danielle is truly committed to the firm, fellow staff, and most importantly the success of our clients. And if you’ve been in the Naples office during holidays, she is the creative hand behind all the décor!
She holds Associate’s degrees in Veterinary Assistance and Veterinary Technology.
Outside of work, she enjoys DIY home décor & crafts, organizing, hiking, camping, cooking & baking, running and relaxing at home with her two Cats (Dutches & Thomas) with a good book or movie.
Danielle Lynch is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.