Even though she assisted the firm part-time with a few data entry projects several years ago, Gabby Song came to the firm full-time as a Client Services Associate for Paul Ciccarelli in July 2022. As a CSA, Gabby helps Paul and the team with a variety of tasks including fulfilling client requests, preparation for client meeting, and day to day operations. Gabby brings solid experience to the firm from her most recent job at Regions Bank on Marco Island as a Senior Financial Consultant, dealing with a variety of loan types including consumer, commercial, home equity, and the Paycheck Protection Program.
From a young age, Gabby has had a desire to be part of the financial world and from her previous experience, she also learned she loves working directly with clients. With Paul as a mentor and the support of her team, Gabby hopes to continue a career path in financial planning industry, helping others to achieve their financial goals. Currently she is working on her life, health and annuity licenses and is passionate about continuing to learn.
Gabby was born in China, but moved with her parents to the United States when she was 12 years old, first to Pensacola and then to Naples in 2016. Coming from an entrepreneurial family, she has always been driven to learn and achieve. When not working or studying, she plays the piano, is learning to golf, and is studying for her private pilot’s license. She resides in Naples, along with her family and two adorable yellow labs.
Gabby Song is not registered with Osaic Wealth, Inc. or Ciccarelli Advisory Services, Inc.