Dean Piccirillo

Principal, Senior Financial Advisor in Fort Myers, Florida

Dean Piccirillo

Principal, Senior Financial Advisor in Fort Myers, Florida

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Dean Piccirillo CFP®, CRPS®, AIFA® is a Principal of HBKS Wealth Advisors and a Senior Financial Advisor. He works closely with families helping them plan for their long-term financial objectives, manage their financial assets effectively and preserve their wealth for future generations.

Dean also leads the firm’s Retirement Plan Unit working with most of HBKS's corporate and institutional clients sponsoring qualified retirement plans. During his tenure at HBKS, Dean has served as the firm’s Chief Operating Officer as well as HBK Sorce’s Chief Compliance Officer.

Dean Piccirillo offers insurance products through HBK Sorce Insurance LLC, investment advisory services are offered through HBK Sorce Advisory LLC d.b.a. HBKS Wealth Advisors.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPLE. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Specialties: Personal Financial Planning

Retirement Planning

Estate Planning

Qualified Retirement Plans

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    • HBKS Wealth Advisors