Susan Banta joined Ciccarelli Advisory Services in 1997 as a Client Services Associate. She is in charge of serving Kim Ciccarelli Kantor's clients and works in several capacities including compiling net worth and cash flow reports, preparing for annual client reviews and follow-up meetings, assisting clients with gathering tax information, and performing estate settlement reviews. Because of her close attention to detail, Susan completes all her responsibilities with extreme accuracy. Although Susan prefers to be behind the scenes compiling data, she loves interacting with the clients and feeling like a part of their family.
Susan is a Financial Paraplanner Qualified Professional™ and studied accounting at Edison Community College. She holds Series 7, 6, 63, 24, and 51 registrations, as well as variable annuity and life insurance licenses.
Susan has extensive experience in brokerage services and banking experience. When she first joined Ciccarelli Advisory Services, she coordinated securities and operations functions for the firm and also served as a designated principal and first-line supervisor, overseeing daily compliance functions.
As Kim Ciccarelli Kantor’s step-daughter, Susan is a member of the Ciccarelli family, and is proud to have been raised around the motto, “Our family cares about the financial future of your family.” Originally from Rochester, NY, she relocated to Naples in 1981. Susan enjoys spending time with her three children, Danielle, John, and Nicholas, her granddaughter Gracie, and 2 dogs Abby and Sadie. She and her partner of 22+ years enjoy road trips and camping, and Susan can frequently be found reading her favorite author, John Patterson.