Fort Myers, Fla. – Kerri Goldsmith, CFP®, CRPS®, AIF®, has been promoted to the position of Senior Financial Advisor by HBKS Wealth Advisors (HBKS). A CERTIFIED FINANCIAL PLANNER™ professional and member of the HBKS client service team based in Fort Myers, Fla., Ms. Goldsmith also holds designations as a Chartered Retirement Plans Specialist and an Accredited Investment Fiduciary.
Ms. Goldsmith has been with HBKS since 2009. She specializes in personalized financial planning, investing, and risk management services, helping her clients plan for their own futures, their children’s or grandchildren’s educations, or passing their wealth along to future generations or charitable causes. She also works with businesses, providing qualified retirement plans and financial education for their employees, and delivering hands-on client solutions with strategic vision and problem-solving creativity that offer unique perspectives on financial planning.
“Since joining HBKS in 2009, Kerri has demonstrated a strong commitment to professional development and community involvement,” noted HBKS Southwest Florida Principal Dean Piccirillo. “She has also contributed to numerous firm initiatives and committees. Most recently, she was named co-chair of the firm’s Financial Planning Committee.”
Ms. Goldsmith is active in numerous local professional and community organizations. She is a member of the Financial Planning Association of Southwest Florida andthe Estate Planning Council of Lee County. She is Immediate Past President the Rotary Club of Fort Myers South, where she currently serves on the Board and chairs the giving committee. She has received the Rotarian of the Year Award, and the Vocational Service Award from Rotary South. She volunteers with the United Way Allocations Team, is a graduate of Leadership Lee County and is active in the Greater Fort Myers Chamber of Commerce, where she was recognized as a Women in Business APEX Award finalist in 2019.
HBKS Wealth Advisors (HBKS) provides wealth and asset management services to individuals, families, corporations, nonprofits and other organizations. HBKS is a member of the HBK family of financial service companies, a financial services firm founded in 1949 and offering professional services in a wide range of tax, accounting, audit, business advisory, valuation, financial planning and wealth management from offices in Pennsylvania, Ohio, New Jersey, New York and Florida. As a registered investment advisory, HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Visit HBKSWealth.com.
Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.