Piccirillo, Dean (MSFS, CFP®, CRPS®, AIFA®)
Mr. Piccirillo is an Adjunct Professor in the Economics & Finance Department teaching in the financial services concentration (students who hope to work as financial advisors). Mr. Piccirillo is a CERTIFIED FINANCIAL PLANNER™, a Chartered Retirement Plans Specialist, and an Accredited Investment Fiduciary Analyst™. He holds FINRA Series 7 and 63 securities and investment advisory licenses, the FINRA Series 24 General Securities Principal license and the FINRA Series 28, Introducing Broker/Dealer Financial Operations Principal license. He also maintains life and health insurance licenses in a number of states. He earned his B.S. in Finance and Economics from Slippery Rock University in 1989 and his Master of Science in Financial Services (MSFS) from the American College of Financial Services in 2020.
Mr. Piccirillo is also a senior financial advisor and a Principal and client-service team director in the HBKS Wealth Advisors (HBKS) Fort Myers and Sarasota, Florida offices. He also serves a number of clients and their families out of the firm’s offices in his hometown of Erie, Pennsylvania. His team of licensed, credentialed professionals work with high net-worth clients and their families, helping them manage their assets and organize their finances to meet their long-term objectives.
In addition to Mr. Piccirillo’s ongoing consultation work with affluent families, he directs the HBKS Wealth Advisors Retirement Plan Services Group, which provides investment consulting services for over 200 corporate, nonprofit and municipal retirement plans.