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Financial Advice That Makes the Complex Simple

Meet Tina

 

Tina Cicci is the Director of Strategy and Marketing responsible for building the Carson Wealth brand and customer experience for all current and future clients. Tina Cicci has worked in the financial services industry for seven years with DC Advisors, LLC.  She holds her Series 7 and 66 registrations. Previously, she worked in brand strategy consulting for fifteen years. Her vast consulting experience helped build strategic brands and unique customer experiences for Fortune 500 brands globally. She is now able to blend her experience in both brand and financial services to offer clients of Carson Wealth an exceptional customer experience. Tina Cicci graduated from the University of Illinois’s College of Business Administration.

Tina Cicci is the ears of Carson Wealth in Foxborough. She listens to the needs of clients and ensures their customer experience is one that is both fulfilling and valued. Financial services can be an intimidating topic for individuals. Tina works with the Carson Wealth team to find creative ways to engage clients and explain the importance and uniqueness of different financial solutions.

Besides her family, Tina Cicci is passionate about understanding human nature and cultures from around the world.  She is an avid traveler, finding destinations less traveled to be most enticing.  She enjoys getting to know people from all walks of life and understanding their story. As stated by Toni Sorenson, “Walking a mile in someone else’s shoes isn’t as much about the walk or the shoes; it’s to be able to think like they think, feel what they feel, and understand why they are who they are. Every step is about empathy.”

Tina lives in Walpole, MA with her family.  When not at work, Tina can be found supporting her children’s many sporting activities, reading, or planning the next family vacation.

The best financial advice Tina ever received came from the most unlikely of sources – her mother.  Her mother always reminded her to be aware of her financial investments and debts.  Whether single or married, take an active role in your financial wellness and know where your money is invested at all times.  Often times, one spouse will take on the financial responsibility in the relationship; however, both spouses should know where and how to access their funds in cases of emergency.

 

Bucket List:

Tina’s bucket list evolves over time, but the one consistent item is to volunteer her time in remote places of the world helping people and wildlife.

Place She Would Most Like to Visit:

Tina has had the privilege of traveling around the world for both work and pleasure.  However, she has not yet had the opportunity to travel to Egypt.  Exploring the ancient pyramids and the wonders of the ancient world would be a dream come true!

Securities and advisory services offered through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Advisor, Member FINRA/SIPC. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Tina Cicci is a non-producing registered representative of Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is under separate ownership from any other named entity.