SAMANTHA’S NICHE
Samantha takes pride in offering comprehensive financial planning services, with an emphasis on retirement and income planning. She specializes in helping clients make informed decisions by taking them through a very detailed discovery process and educating them along the way. Samantha also considers many important aspects through the financial planning process, such as designing custom portfolios, planning for taxes and reviewing estate documents regularly. By facilitating consistent communication with our clients, she enjoys building lasting relationships on a strong foundation of trust.
Samantha holds her Series 7, 63, 65, and 31 registrations, as well as New York life, accident and health insurance licenses. She is also Partnership-certified in long-term care insurance.
BIOGRAPHY
Samantha joined Ciccarelli Advisory Services in 2012 as a Financial Advisor. She works closely with Ray to design, coordinate and implement financial plans, as well as conduct comprehensive client reviews.
Samantha has more than 17 years of experience in the financial planning industry. Prior to joining CAS, Samantha worked with a Wealth Management Corporate Services team at Smith Barney and UBS Financial Services. During this time frame, she worked with individuals, families and corporate executives in the areas of wealth management, as well as equity benefit services. She earned her Bachelor's degree in Business Administration - with concentrations in Finance and Psychology - from the Rochester Institute of Technology.
Although Samantha calls Rochester, NY, her home, she grew up moving from state to state. Due to her father’s career as a project manager, she lived in eleven states. The most diverse and interesting place she lived was Alaska.
Samantha lives in Pittsford, NY, with her husband Myles, and their four children, Josephine, Kathryn, Elijah and Lukas. In addition to spending time with her family, Samantha enjoys fitness, running, skiing and the outdoors.
COMMUNITY INVOLVEMENT
Regular volunteer involvement at her church and within her children’s school