Mr. Piccirillo is a senior financial advisor and client service team director advising HBKS Wealth Advisors LLC clients in the firms Fort Myers and Sarasota, Florida offices. Additionally, Mr. Piccirillo continues to work with a number of families out of the firms offices in his hometown of Erie, Pennsylvania. Mr. Piccirillo directs and works closely with four licensed, credentialed professionals on his client service team to help these high net-worth clients and their families manage their assets and organize their finances to meet their long-term objectives.
In addition to Mr. Piccirillo ongoing consultation work with affluent families, he also directs the firms HBKS Wealth Advisors Retirement Plan Unit which provides investment consulting services for dozens of corporate, nonprofit and municipal retirement plans. Services offered by this unit include investment advice, monitoring and due diligence for the plans designated investment alternatives, investment education and counseling for plan participants, fee benchmarking services and a variety of other pension consulting services.
Mr. Piccirillo professional education includes the CERTIFIED FINANCIAL PLANNERTM designation as well as the Chartered Retirement Plans SpecialistSM certification. Mr. Piccirillo also holds the Accredited Investment Fiduciary Analyst certification. In addition to these designations and certifications Mr. Piccirillo maintains the FINRA Series 7 and 63 securities and investment advisory licenses as well as the FINRA Series 24 General Securities Principal license. He also maintains life and health insurance licenses in a number of states.
Mr. Piccirillo began his career in financial services in 1989 in Erie, Pennsylvania with American Express Financial Advisors. At American Express, Mr. Piccirillo worked as an advisor in the firms Advanced Planner Group before joining The Sorce Financial Group, Inc. in 1995. During his tenure with The Sorce Financial Group, Mr. Piccirillo provided personal financial planning and wealth management advice to personal, corporate and institutional clients while also serving in a management capacity with the firm, as chief operating officer and chief compliance officer. Mr. Piccirillo continued in his firm leadership role following the merger of The Sorce Financial Group with the financial services affiliate of Hill, Barth & King LLC. This 2001 merger resulted in the creation of HBK Sorce Financial LLC, the predecessor of the firm now known as HBKS Wealth Advisors LLC. In 2007, Mr. Piccirillo returned his attention to working full-time with personal, corporate and institutional clients.
Mr. Piccirillo brings a vast range of experience and expertise to his work helping clients grow and preserve their wealth. Mr. Piccirillos more than two decades of experience as an advisor to affluent families and business owners along with the leadership and supervisory roles he has held with his firm make him uniquely qualified to advise clients on wealth management, retirement planning, estate planning and business succession matters.
In 2009 Mr. Piccirillo was named one of Americas Top 300 most influential retirement plan advisors by 401(k) Wire. He earned his B.S. in Finance and Economics from Slippery Rock University. He is active in numerous professional and community organizations including the board of directors for the Greater Fort Myers Chamber of Commerce and the Board of Directors for The Lamb of God Church in Estero, Florida. He is also an active volunteer for the March of Dimes, Southwest Florida Chapter and several other nonprofit organizations in both Fort Myers, Florida and Erie, Pennsylvania.