Profiel
Mr. Raymond D.
Piccirillo is a Principal & Senior Financial Advisor at HBK Sorce Advisory LLC.
He has more than 25 years 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.
He joined the firm in March 2001.
Mr. Piccirillo began his career in financial services in 1989 in Erie, Pennsylvania with American Express Financial Advisors.
At American Express, he worked as an advisor in the firm’s Advanced Planner Group before joining The Sorce Financial Group, Inc. in 1995.
Mr. Piccirillo He earned his B.S.
in Finance and Economics from Slippery Rock University.
Eerdere bekende functies van R. Dean Piccirillo
| Bedrijven | Functie | Einde |
|---|---|---|
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Opleiding van R. Dean Piccirillo
| Slippery Rock University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
| American Express Financial Advisors, Inc. |
