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Sarasota, Florida

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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Dean Piccirillo
Financial Advisor
Will Chase is a 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 individuals...
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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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