People Moves

Florida Firm Adds Financial Advisor

Harriet Davies Editor - Family Wealth Report 3 January 2013

Florida Firm Adds Financial Advisor

Ciccarelli Advisory Services has added Steven Merkel as a financial advisor in Bonita Springs, FL.

Merkel was previously a managing director and portfolio manager at Piedmont Investment Advisors, according to LinkedIn. There he was responsible for new business development and portfolio management of client assets. Before that he was a senior vice president of wealth management at FAC Wealth Management, and the chief compliance officer at Investor Solutions.  

Ciccarelli also has offices in Naples, FL, and Rochester, NY.

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