HBKS Wealth Advisors Employee Directory

Financial ServicesUnited 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.

Find HBKS Wealth Advisors employees' phone numbers or email addresses

HBKS Wealth Advisors Global Highlights

North America
149

United States Of America
149

Asia
1

Indonesia
1

Europe
1

Netherlands
1

HBKS Wealth Advisors's Leadership

C. A.
Chief Executive Officer
Mobile Phone
Email
J. H.
Chief Financial Officer
Mobile Phone
Email
M. W.
Chief Compliance Officer
Mobile Phone
Email
B. S.
Principal, Chief Investment Officer
Mobile Phone
Email
G. S.
Founding Partner
Mobile Phone
Email
S. C.
Principal, Chief Operating Officer
Mobile Phone
Email
S. V.
Owner
Mobile Phone
Email
P. T.
Director Of Financial Planning
Mobile Phone
Email

HBKS Wealth Advisors Employee Metrics

100%

50%

0%

2025

2024

Finance
Support
Operations
Analytics
Business
Other
Customer Success
Education
Engineering

Contact profiles from HBKS Wealth Advisors

Name

Title

Contact Info

Location

Last Update

D. W.
Senior Financial Advisor
Mobile Phone
Email
United StatesFlorida
Jul 18, 2025
B. W.
Senior Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 20, 2025
R. M.
Senior Financial Advisor
Mobile Phone
Email
United States
Oct 24, 2025
S. S.
Principal/Senior Financial Advisor
Mobile Phone
Email
United StatesFlorida
Oct 19, 2025
N. J.
Senior Advisor Associate
Mobile Phone
Email
United StatesFlorida
Nov 11, 2025
S. S.
Senior Financial Advisor
Mobile Phone
Email
United StatesFlorida
Jul 16, 2025
R. S.
Sr. Advisor Associate
Mobile Phone
Email
Jun 02, 2025
B. M.
Senior Financial Advisor
Mobile Phone
Email
Oct 17, 2024
B. T.
Principal, Senior Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 24, 2025
C. Z.
Senior Financial Advisor
Mobile Phone
Email
Oct 17, 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 2725 Colonial Ave, Erie, Pennsylvania 16506, 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 121 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

As of October 2025, HBKS Wealth Advisors's key employees include:

Chief Executive Officer: C. A.
Chief Financial Officer: J. H.
Chief Compliance Officer: M. W.
Principal, Chief Investment Officer: B. S.
Founding Partner: G. S.

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