Susan Banta joined Ciccarelli Advisory Services in 1997 as a Client Services Associate. She is in charge of serving Kim Ciccarelli Kantor's clients. She works in several capacities: 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.
Susan has extensive experience in brokerage services and banking experience. When she first joined Ciccarelli Advisory Services, she coordinated securities and operations functions for our firm. She also served as a designated principal and first-line supervisor, overseeing daily compliance functions.
Susan is a Financial Paraplanner Qualified Professional™ who also holds Series 7, 6, 63, 24, and 51 registrations, as well as variable annuity and life insurance licenses. She is a graduate of Barron Collier High School and has attended Edison Community College for accounting courses.
Susan moved from Rochester, NY, in 1980. As Kim Ciccarelli Kantor’s step-daughter, she is a member of the Ciccarelli family. Susan enjoys spending time with her three children, Danielle, John, and Nicholas, as well as her dogs. She also likes to travel, camp and read.