Profile

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.

Former positions of R. Dean Piccirillo

CompaniesPositionEnd
American Express Financial Advisors, Inc. Corporate Officer/Principal -
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Training of R. Dean Piccirillo

Slippery Rock University Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

11

1st degree connections

2

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies1
American Express Financial Advisors, Inc.

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