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Fort Myers, Florida

Principal, Senior Financial Advisor
Dean Piccirillo is a principal, senior financial advisor and client service team director advising HBKS® Wealth Advisors clients in the firm’s Fort Myers and Sarasota, Florida offices. Additionally, he works with a number of families out of the firm’s offices in his hometown of Erie, Pennsylvania. Dean also directs the HBKS® Wealth Advisors Retirement Plan Unit which provides investment consulting...
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Financial Advisor
In extending his role beyond his responsibilities as an HBK CPAs & Consultants (HBK) accounting Principal, Keith Veres exemplifies HBK’s transition from accounting firm to holistic financial services provider. As director of HBK’s emerging Corporate Finance business along with his status as an investment banking representative of a third party investment banking broker dealer, he helps HBK clients looking to...
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Financial Advisor
Kerri Goldsmith is a financial advisor in the HBKS® Wealth Advisors office in Fort Myers, Florida and has been with the firm since 2009. She specializes in helping her clients fulfill their dreams through personalized financial planning, investing, and risk management services. Her assistance helps her clients plan for their own future, their children’s or grandchildren’s education, or passing their...
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Advisor Associate
Charlotte Dearborn is an advisor associate in the HBKS® Wealth Advisors office in Fort Myers, Florida, and has been with the firm since 2014. She worked for another local investment advisor for more than 12 years prior to joining HBKS®, most recently serving as their chief compliance officer. Charlotte is a registered paraplanner through the College for Financial Planning and...
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Client Support Specialist