Back to Advisors

Retirement Plan Unit

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...
Read more
Retirement Plan Supervisor
Jessica Walters is the retirement plan supervisor at HBKS® Wealth Advisors (HBKS®). She joined the firm in 2006 and is based in the Erie, Pennsylvania office. Jessica works with the firm’s corporate and institutional clients sponsoring qualified retirement plans. She provides investment consulting services to plan sponsors and investment education and counseling for plan participants. Jessica earned her Specialized Business...
Read more
Client Support Specialist