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Sarasota, 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
Christopher “CJ” Morris is a financial advisor in the HBKS® Wealth Advisors office in Sarasota, Florida. CJ began his professional career with the Ohio State Auditor’s office as a staff auditor. He relocated to Sarasota and began his career with HBK CPAs & Consultants (HBK) in November 2011. CJ’s CPA experience includes accounting, auditing and taxation matters with small business...
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