Sarasota, Florida

Principal, Senior Financial Advisor

R. Dean Piccirillo, MSFS, CFP®, CRPS®, AIFA®

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...

Senior Financial Advisor

William J. Chase IV, CPA, CFP®

Will Chase is a senior financial advisor in the Sarasota, Florida office of HBKS® Wealth Advisors (HBKS®). He brings over 10 years of public accounting and financial advisory experience working with clients in a number of industries. He is also a Senior Associate for the firm partner HBK CPAs & Consultants. As a Financial Advisor, Will is dedicated to helping...

Advisor Associate

Victoria Avila

Victoria is an advisor associate working in the HBKS Wealth Advisors office in Sarasota, Florida with Dean Piccirillo and William Chase. Victoria started with the firm 2023 and is focused on supporting the senior financial advisors with financial planning, wealth management, and client service issues. Victoria majored in Finance from the Florida Gulf Coast University and graduated Magna Cum Laude....

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