HBKS Leadership
HBKS Advisors

Brian Mallette is a Senior Financial Advisor in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®). He joined HBKS in June of 2008.

Mr. Mallette works closely with his team members, Dan Baer and Brent Wauterlek, servicing client relationships and asset management. Because each client’s portfolio is customized to meet their unique individual needs, Mr. Mallette also focuses on the construction of customized asset allocations as well as portfolio analysis and risk management. In addition, he handles the trade executions for the team.

Mr. Mallette has a background in real estate finance. He earned his BS of Economics degree from the Whittemore School of Business at the University of New Hampshire. Mr. Mallette is a CERTIFIED FINANCIAL PLANNER® and has acquired additional certification by earning his FINRA Series 65 Licensure.

Mr. Mallette is a GAIN Member of the Leadership Collier Foundation in Naples, Florida. He and his wife Amanda have two sons, Drew and Bryce. In his leisure time, he enjoys playing golf, fishing, boating and is an avid sports fan.

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