John joined Ciccarelli Advisory Services in December 2022 as a Client Services Associate to Lynn Ferraina. He assists with day-to-day activities, placing all trades and money movement transactions, maintaining client records and preparing materials for annual reviews, along with daily interfacing with clients to assist them with any questions they may have.
John brings over 20 years of experience in the financial services industry to the firm. Starting in retail banking, he quickly realized his ability to help families achieve financial success was limited, so he decided comprehensive financial planning was the direction to take. His past positions include Client Services Manager with American Express Financial Advisors, Financial Advisor with J.P. Morgan Chase and Alliance Bank, and most recently Director of Operations with Ameriprise Financial. His industry experience is broad-based and a plus for both his co-workers and clients.
His immense knowledge base combined with his deep caring for our clients and their individual, unique situations, makes him an ideal fit for the Ciccarelli Family Team. He is dedicated to building long term relationships and delivering the personalized services that our clients deserve. He takes the time to learn about their families and their goals for the future.
John is originally from Syracuse, NY, then lived in Richmond, VA, and finally relocated to Naples in 2020 to be closer to family. He is very family oriented, attributing to his strong belief in the firm’s family values. He enjoys spending his free time with his partner at the pool, beach, and enjoying local events and shows. Prior to living in Florida, John volunteered as a Court Appointed Special Advocate (CASA) to ensure that the needs and best interests of children or youth in juvenile or family court are fully represented. He hopes to find a similar opportunity in the Naples community.
John Peck is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.