LYNN’S NICHE
Lynn provides personalized service and lifelong financial guidance to her clients. She is especially focused on assisting her clients with major transitions in their lives - facilitating the estate settlement process for a client who has lost a spouse or parent, helping a recent retiree prepare for retirement life, or showing people how to navigate the red tape when they relocate to Florida.
Lynn’s strong empathy for her clients’ needs enables her to assist them at all stages of their lives: not only the good times, but also the difficult times.
In addition to her role as a partner and advisor, Lynn helps to coordinate events for our firm, including educational workshops, seminars, client appreciation events, and community service engagements. She holds her series 6, 7, 63 and 65 registrations, as well as life, health and variable annuity licenses.
BIOGRAPHY
Lynn joined Ciccarelli Advisory Services in 1985 as managing partner of our Buffalo office. In 1995, the Buffalo office merged with the Naples and Rochester offices – and Lynn traded her snow shovel for the Naples sunshine.
Lynn has worked in the financial services industry for more than 30 years. She held a wide range of positions in banking, including estate settlement supervisor, life insurance department supervisor, IRA department coordinator, branch manager, and account executive at the National Investors Center.
Lynn lives in Naples with her husband Joe, a real estate broker. The couple enjoy entertaining family and friends, traveling and appreciating the performing arts.
COMMUNITY INVOLVEMENT
Current
Collier Community Foundation Women Lifting Women Leadership Cabinet
Naples Community Hospital Annual Ball Committee
Previous
Paul Todd Charities, Inc., President
National Planned Giving Committee for the Foundation Fighting Blindness, Board Member
Women’s Philanthropic Network, Treasurer and Secretary
Jamaica Outreach Program, Executive Vice President
Pelican Marsh Women’s League, President