Kay Anderson’s passion lies in educating and guiding every generation of a client family to build an ongoing legacy and to make informed decisions that enhance their overall financial wellness. She provides clients with an all-encompassing, customized financial planning approach – with an emphasis on retirement, tax, and estate planning.
Kay joined Ciccarelli Advisory Services in 2005 and has served in a variety of roles as she developed into an Associate Planner for the firm. She works in tandem with Kim Ciccarelli Kantor to design, coordinate and implement financial plans and annual reviews.
In addition to having more than 15 years of experience in the financial industry, Kay is a CERTIFIED FINANCIAL PLANNER™ professional. She also holds her Series 7 and 66 registrations, as well as her life, health, and variable annuity licenses.
Before beginning her journey at Ciccarelli Advisory Services, Kay worked as a Health Care Associate for Boots Company before turning her focus to finance in accounts payable for WS Atkins, a worldwide engineering firm. She graduated from Florida Gulf Coast University with a Bachelor’s degree in Accounting and a minor in Computer Information Systems. She also earned her Associate’s degree in Business Administration.
Originally from The Lake District, England, Kay relocated with her family to Naples in 2004. She has a passion for travel and always enjoys a journey to a new destination. Her greatest pleasure is spending time with family, friends and fun adventures with her niece, Victoria.
Kay is actively involved in the community as a volunteer for Meals of Hope, Pace Center for Girls and at her niece’s Girl Scout events. She also serves on the Board of Directors as Secretary for The Shelter for Abused Women and Children.