About

Dean Piccirillo_Standing_20090829Dean is a Principal at HBK Sorce Financial LLC 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 HBK Sorce Financial’s Retirement Plan Unit working with most of the firm’s corporate and institutional clients sponsoring qualified retirement plans.

During his tenure at HBK Sorce, Dean has served as the firm’s Chief Operating Officer as well as HBK Sorce’s Chief Compliance Officer. In 2010, Dean named as one of the Top 300 most influential retirement plan advisors in the U.S. by the 401(k) Wire.

Personally, Dean, his wife Monica and their son Dominick are fortunate to be able to live and work in two communities, Fort Myers, Florida and their home town of Erie, Pennsylvania. In their spare time, the family enjoys spending time outdoors and exploring all that both communities have to offer.

Education

  • BS Degree in Finance and Economics, Slippery Rock University of Pennsylvania
  • CERTIFIED FINANCIAL PLANNER™ Certification
  • CHARTERED RETIREMENT PLANS SPECIALIST Certification
  • Accredited Investment Fiduciary Analyst™ Certification
  • NASD Series 6, 7, 24, 28 and 63 Licenses
  • Life and Health Insurance Licenses

Professional/Civic Associations

  • Member, The Financial Planning Association of Southwest Florida
  • Board Member, The Greater Fort Myers Chamber of Commerce
  • Member, The Greater Fort Myers Chamber of Commerce, Tourism Committee Member
  • Chairman, The Greater Fort Myers Chamber of Commerce Professional Networking Group
  • Member, Cape Coral Chamber of Commerce
  • Member, Cape Coral Construction Industry Association
  • Member, Lee County Building Industry Association
  • Member, Southwest Florida Regional Technology Partnership
  • Steering Committee Member and Co-Founder, Social Media Club of Southwest Florida

Volunteer Activity

  • Board Member, Lamb of God Church, Estero, FL
  • Member, Greater Fort Myers Chamber of Commerce ABC’s Auction for Education Planning Committee
  • Member, Fort Myers Development Council, Lee Memorial Health System Foundation
  • Member, Erie Playhouse Advisory Committee
  • Volunteer, March of Dimes, Florida Chapter
  • Volunteer, Interfaith Caregivers of South Lee, Inc.

Download Dean Piccirillo's Professional Profile (255) in PDF format.

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Important Disclosure Information

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by HBK Sorce Advisory, LLC), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from HBK Sorce Advisory, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. HBK Sorce Advisory, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the HBK Sorce Advisory, LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

Dean Piccirillo offers insurance products through HBK Sorce Insurance LLC, investment advisory services are offered through HBK Sorce Advisory LLC. Mr. Piccirillo is not able to transact business in a state that he is not licensed or registered. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPLE. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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