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Retirement Plan Unit

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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Retirement Plan Supervisor
Jessica Walters is the retirement plan supervisor at HBKS® Wealth Advisors (HBKS®). She joined the firm in 2006 and is based in the Erie, Pennsylvania office. Jessica works with the firm’s corporate and institutional clients sponsoring qualified retirement plans. She provides investment consulting services to plan sponsors and investment education and counseling for plan participants. Jessica earned her Specialized Business...
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Financial Advisor
Anthony Scrocco is a Financial Advisor in the Youngstown, Ohio office of HBKS® Wealth Advisors (HBKS®). Anthony is both a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He joined HBKS® in September of 2013. Anthony began his professional career as a CPA with Hill, Barth & King LLC (HBK) in December 2004, working first in the Boardman,...
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Client Support Specialist