Tyler Holes, CFP®

Financial Advisor

Tyler Holes, CFP®, is a financial advisor in the Naples, Florida office of HBKS Wealth Advisors. Since joining the firm in 2022, Tyler has primarily focused on delivering comprehensive financial planning in a fiduciary capacity as a Registered Investment Advisor—always committed to acting in the best interests of his clients. He earned the Certified Financial Planner® certification in 2025, reflecting his dedication to the highest standards of financial planning and client service.

Before transitioning into the financial industry, Tyler began his career as an engineer in the aeropropulsion sector. His background in project engineering provided a strong foundation in data analysis and strategic planning, equipping him to navigate complex financial scenarios with precision and clarity. At HBKS, he also plays an important internal role by supporting fellow advisors in enhancing their processes and delivering optimal outcomes for clients.

A Naples native, Tyler is proud to raise his growing family in the same community where he was born and raised. He is active in the local jiu jitsu community, where he enjoys teaching both children and adults. Tyler earned his bachelor’s degree in mechanical engineering from Florida State University in 2012.

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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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