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
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...
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Financial Advisor
Victoria Avila, CFP® is a Financial Advisor in the Sarasota, Florida office, where she has served clients since 2023. As a Certified Financial Planner® professional, she provides comprehensive financial planning grounded in the highest standards of ethics, education, and fiduciary responsibility. Victoria works with individuals and families, including young professionals seeking to build strong financial foundations. She develops personalized strategies...
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