Brian Mallette, CFP® Senior Financial Advisor
Tel: 239-919-1268Email:

Brian Mallette is a senior financial advisor in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®). He joined HBKS® in June of 2008.

Brian 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, Brian 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.

Brian has a background in real estate finance. He earned his Bachelor of Science in Economics from the Whittemore School of Business at the University of New Hampshire. Brian is a CERTIFIED FINANCIAL PLANNER.

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