Denise Williams, CPA, CFP® Financial Advisor

Denise Williams is a financial advisor in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®). She joined HBKS® in April 2017.

Denise began her professional career in 2005 as an auditor at HBK CPAs & Consultants, LLC while earning her CPA designation. Denise’s industry expertise includes construction, agriculture, and workers’ compensation. Most recently Denise served as CFO of Taylor Elevator.

A native to Naples, Denise graduated from University of South Florida with a Bachelor of Science in Business with a major in Accounting.

In addition to her professional involvement, Denise actively participates in the Take Stock in Children Program through the Education Foundation of Collier County. She is a Certified Financial PlannerTM.

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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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