Asset Management & Advisory Services
An Organization Is Nothing More Than People Trying To Do The Right Thing.
Good organizations focus on hiring the best people. Once you have like-minded individuals who share your values, you can focus on creating strategies around client needs. If you don’t trust your team, it all falls apart—you have to select, very carefully, the group of employees who will, as individuals, bring your firm to life. That’s why we’ve chosen this team: They make Asset Management Advisory Services of Lee County what it is today with their dedication, hard work, heart, and vision.
Peter Casciotta – President
Peter Casciotta prides himself on his connection to his clients. Where numbers are cold, he enjoys a warm relationship with the people he serves, because they know he has their best interests at heart. He looks at every client’s needs, risks, and objectives, and gives them a straightforward and honest recommendation. His philosophy has earned him many referrals and a dedicated following in the community.
Mr. Casciotta follows sound financial planning processes that address the key areas of your financial life while taking into account your future desired lifestyle. Prior to his career as a financial professional, he raised capital to fund the establishment of Projectavision Inc., a hi-tech corporation responsible for the creation of the LCD video projector.
As a registered representative, he holds a Series 7 and Series 63 registration thorugh CoreCap Investments, LLC. He also holds a Series 65 as an advisory representative of CoreCap Advisors, LLC.
Christa Parulis-Kaye – Executive Assistant
Christa has been with Asset Advisory Services for over three years after moving to Southwest Florida in late 2019, from Massachusetts. She was born in Atlantic City, New Jersey.
She split her time in Brigantine, New Jersey and Clarion, Pennsylvania prior to going to the University of Miami to get a degree in Communications. She received her master’s degree from St. Thomas University in Sports Administration.
Her previous work experience had been at the collegiate levels as an Assistant AD/SWA and Sports Information Director for Florida Tech, Assistant Commissioner for the New England Collegiate Conference, Sports Information Consultant for Bay Path University, as well as working for the Massachusetts Rural SD/DV Project. Parulis-Kaye started her career working in special events for the South Florida Host Committee helping organize such events as the Super Bowl, Breeder’s Cup and Volvo Ocean Classic.
Parulis-Kaye is married the Gregg Kaye with three children Leondra, Gordon, and Elizabeth. Her free time is usually spending time with her children on their various activities and sports and when she can get away it usually involves a beach.