HBKS Wealth Advisors
Victoria Willis is a dedicated professional with diverse experience in finance and customer service. Currently serving as a Solar Energy Consultant at Palmetto since February 2024, Victoria has also held roles at HBKS Wealth Advisors since April 2022, including Operational Specialist, Operations Assistant, and Financial Planning Intern, where responsibilities involved creating financial plans and attending client meetings. Prior experience includes bartending and serving at The Hampton Social, administrative duties at JCK Accounting, and working as a Legal Assistant at the Law Office of Paul P. Pacchiana. Victoria holds a Bachelor of Science in Finance with a concentration in Financial Services from Florida Gulf Coast University and an Associate's degree from Florida SouthWestern State College.
HBKS Wealth Advisors
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.