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Naples, Florida

Principal, Senior Financial Advisor
A founding principal of HBKS® Wealth Advisors, Christopher Sorce serves clients throughout the U.S. from his offices in Erie and Naples, Florida. As a senior financial advisor and principal of the firm, he directs a team of ten professionals, including five certified financial planners. Chris began his career as a financial advisor in 1976, joining the firm in his hometown...
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Christopher Sorce
Principal, Senior Financial Advisor
David Darwish is a principal and senior financial advisor in the HBKS® Naples and Fort Myers, Florida, offices. He has extensive experience in the areas of financial planning, retirement planning and asset allocation analysis. Along with his client responsibilities, he works on a team with Christopher Sorce and Amanda Mahland in the Naples offices. Dave began his financial services career...
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David Darwish
Senior Financial Advisor
Mark Matos serves as a senior financial advisor in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®). He provides clients with comprehensive financial planning services and investment management strategies to affluent individuals and families. Along with having his own financial advisory clients, Mark works with Christopher Sorce in the Naples office. Mark began his financial services career in 2006...
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Advisor Associate
Amanda began her financial services career in 1999. She joined the Naples office of HBKS® as an advisor associate in 2008. Amanda attended Pasco Hernando Community College and Edison Community College.
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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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