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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Senior Financial Advisor
Kerri Goldsmith is a senior financial advisor in the HBKS® Wealth Advisors office in Fort Myers, Florida and has been with the firm since 2009. She specializes in helping her clients fulfill their dreams through personalized financial planning, investing, and risk management services. Her assistance helps her clients plan for their own future, their children’s or grandchildren’s education, or passing...
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Financial Advisor
Iris Serrano is a Financial Advisor dedicated to helping individuals and families achieve clarity, peace of mind, and confidence in their financial picture. She provides comprehensive financial planning and investment management, guiding clients through every stage of building, protecting, and preserving their wealth. Iris earned her Bachelor’s degree in Finance with a concentration in Financial Services from Florida Gulf Coast...
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