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.
Adam Proulx – Financial Advisor
Adam Proulx joined Asset Management and Advisory Services over one year ago under the tutelage of Peter.
He is originally from Connecticut and moved to Florida in late 2020. Adam has a Bachelor of Arts in Communication from Central Connecticut State University and prides himself on excellent client service.
He is detail-oriented with a technical approach to problem solving and investing. He holds his Series 65 License with FINRA. Adam also holds his Florida Realtor license.
In his free time, he enjoys spending time with friends and family, keeping up with current news and events and learning more about the world.
Katie Rice – Lead Tax Advisor
Meet Katherine, a dynamic Tax Advisor hailing from picturesque Lake Winnipesaukee, New Hampshire, and now residing in Naples, Florida.
She was raised with strong values and spent her summers in the serene wilderness of Southern Maine, where she fell in love with nature. These days, she cherishes her role as a devoted mother herself, and enjoys giving back through her equine rescue: Terminal Ranch.
When not advising clients, she immerses herself in the great outdoors through camping, fishing, hiking, and barn chores. She earned her real estate license immediately after high school, went back and earned her BS in business, and is now working tirelessly to earn her Enrolled Agent credential with the Internal Revenue Service. Her commitment to her work is undeniable, and her clients can always count on her for expert advice and support.
With a bright future ahead, Katherine Rice is a remarkable individual whose journey continues to inspire those around her, and we are excited to have her join the team. Her unwavering commitment to her work and bright outlook make her a valuable addition to Asset Management & Advisory Services.
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.