HBKS Wealth Advisors Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.

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HBKS Wealth Advisors Global Highlights

North America
171

United States Of America
171

Africa
1

Sudan
1

HBKS Wealth Advisors's Leadership

J. H.
Chief Financial Officer
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M. W.
Chief Compliance Officer
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B. S.
Principal, Chief Investment Officer
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E. B.
Director Of Investment Research
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J. S.
Director
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L. O.
Director Of Operations
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C. H.
Senior Portfolio Manager
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Email
R. D.
Manager Of Retirement Plan Services
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HBKS Wealth Advisors Employee Metrics

100%

50%

0%

2024

2023

Finance
Support
Operations
Analytics
Business
Other
Customer Success

Contact profiles from HBKS Wealth Advisors

Name

Title

Contact Info

Location

Last Update

B. S.
Principal, Chief Investment Officer
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Mobile Phone
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Email
United StatesPennsylvania
Oct 03, 2024
J. H.
Chief Financial Officer
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Mobile Phone
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Email
United StatesPennsylvania
Aug 27, 2024
M. W.
Chief Compliance Officer
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Mobile Phone
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Email
United StatesPennsylvania
Sep 10, 2024
E. B.
Director Of Investment Research
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Mobile Phone
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Email
United StatesPennsylvania
Oct 03, 2024
J. S.
Director
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Mobile Phone
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Email
United StatesFlorida
Jul 29, 2024
L. O.
Director Of Operations
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Mobile Phone
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Email
United StatesPennsylvania
Oct 09, 2024
C. H.
Senior Portfolio Manager
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Mobile Phone
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Email
United StatesPennsylvania
Jul 26, 2024
R. D.
Manager Of Retirement Plan Services
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Mobile Phone
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Work email
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Email
United StatesPennsylvania
Jul 31, 2024
R. M.
Senior Financial Advisor
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Mobile Phone
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Email
United States
Oct 03, 2024
A. W. P.
Senior Financial Advisor
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Mobile Phone
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Work email
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Email
United StatesPennsylvania
Sep 10, 2024

Frequently Asked Questions

What is HBKS Wealth Advisors known for?

HBKS Wealth Advisors was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 5121 Zuck Road Erie, PA 16505 US; you can contact the main corporate office by phone at

+1-800-823-****

. Explore HBKS Wealth Advisors's company overview page for more information.

What is HBKS Wealth Advisors's most common email format?

HBKS Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HBKS Wealth Advisors email formats with LeadIQ.

How many employees does HBKS Wealth Advisors have currently?

HBKS Wealth Advisors has approximately 115 employees as of September 2024. These team members are located across 2 continents, including North AmericaAfrica.

Who are HBKS Wealth Advisors's key employees and leadership?

As of September 2024, HBKS Wealth Advisors's key employees include:

Chief Financial Officer: J. H.
Chief Compliance Officer: M. W.
Principal, Chief Investment Officer: B. S.
Director Of Investment Research: E. B.
Director: J. S.

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