As Client Services Associate to Lynn Ferraina, Kim Koert brings warmth, adaptability, and dedication to her position at Ciccarelli Advisory Services. With a background in client relations, operations, and team training, Kim is passionate about helping people feel informed, supported, and appreciated—values that align perfectly with the CAS approach.
Kim thrives on building relationships and being part of a team that mentors, collaborates, and never stops learning. Her financial industry experience includes improving operational workflows, enhancing client onboarding, and contributing to firm communications. Before stepping into the world of wealth management, Kim refined her skills in hospitality and retail management—always with a focus on delivering exceptional service—skills she now brings to every client interaction.
A seventh-generation Floridian, Kim maintains a deep sense of family and tradition. Born in Naples, but spending 10 years of her adult life in Louisiana, Kim again calls Naples home. While she is most proud of raising a loving son, she also enjoys cooking for family and friends, hiking, or casting a line on a sunny afternoon..
*Kim Koert is not registered with Osaic Wealth, Inc. or Ciccarelli Advisory Services, Inc.