Kyle joined Ciccarelli Advisory Services in September 2023 as a paraplanner to Paul Ciccarelli. He is involved with many aspects of the day-to-day operations including preparing and maintaining detailed client files and records, meeting preparation, and most importantly servicing client requests. Kyle’s goal is providing the highest level of assistance and service to all the clients.
Originally from St. Louis, Missouri, Kyle relocated to SW Florida to complete his college degree at Florida Gulf Coast University, where he obtained his Bachelor of Science in Finance. After graduation he worked with Fidelity as an Investment Solutions Specialist. Although he enjoyed helping his clients in this call center position, he missed the face-to-face contact with clients, influencing his decision to join Ciccarelli. Kyle currently holds his Series 6, 7, and 66 registrations as well as his Florida life, health and annuity licenses.
During his college years, Kyle also worked in the hospitality industry, discovering he had a knack for interacting with people and catering to their needs. Kyle looks forward to building lasting relationships with our Ciccarelli clients while helping them to reach their financial goals.
When not servicing his clients, Kyle is a huge sports fan, both watching and playing. Currently he spends much of his spare time on the golf course, or cheering on local teams like the Buccaneers and the Everblades. Kyle lives in Fort Myers with his girlfriend and dog Ellie.