Steven T. Merkel Joins Firm

Paul F. Ciccarelli, Vice President of Ciccarelli Advisory Services, Inc. is pleased to announce that Steven T. Merkel, has joined the firm as a Financial Advisor in our Bonita Springs office.

Steve has over 14 years of experience in portfolio management, estate planning, risk management, tax strategies, private wealth management, and personal financial planning. Prior to joining CAS, Steve was a Chief Compliance Officer and Portfolio Manager for a registered investment advisory firm located in Miami, FL. More recently, Steve was Senior Vice President and Portfolio Manager with a local investment advisory firm where he was responsible for new business development and portfolio management of client assets. Prior to his career in financial services, Steve accomplished 11 years of distinguished service in the United States Army serving with the 10th Mountain Division out of Ft. Drum, NY and the Air Defense Artillery Corps as a Stinger Missile Commander.

Steve is a registered representative of FSC Securities Corporation and has his Series 7 66 securities registrations. He holds the prestigious CERTIFIED FINANCIAL PLANNER™ practitioner designation and is a Chartered Financial Consultant as designated by The American College. He holds a Bachelor of Science in Business Administration with a concentration in finance from Shippensburg University of Pennsylvania. In addition, Steve is a graduate of the United States Military Academy, FL where he was appointed as a Commissioned Officer.

Steve has been featured and quoted in numerous publications including: The New York Times, Business Week, Consumer Reports, Investment News, Financial Planning Magazine, and Fidelity’s Stages. Additionally, Steve is a frequent contributor of published articles for websites such as and In 2007 and 2008, he co-hosted the talk radio show “The Wealth Strategist” on WGUF 98.9 FM which aired on Saturday Sunday mornings.

As Financial Advisor, Steve joins a team of advisors who have served the Bonita Springs and Naples communities for over 29 years. CAS was founded on the premise that its recommendations to clients are based on their needs, placing family values as a top priority. The firm provides comprehensive financial planning services including financial management, tax planning, estate solutions, long-term care solutions, portfolio design and monitoring, family meetings, and education. CAS is a family-owned comprehensive financial planning firm with offices in Bonita Springs, FL, Naples, FL and Rochester, NY.

For more information about Ciccarelli Advisory Services, Inc., please call 239-495-2242, email , or visit


Monday, December 31st, 2012 EN

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