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Gift aims to attract students to financial planning careers

Tuesday, March 1, 2016

A gift from HBKS Wealth Advisors and HBK CPA & Consultants will create an endowed scholarship to attract finance majors of the Walker College of Business & Management at Mercyhurst University to enter the field of financial planning and wealth management.

The $50,000 gift was recently presented to Mercyhurst by brothers Christopher and Gregory Sorce, principals and senior financial advisors, and CEO Christopher Allegretti. HBKS Wealth Advisors was established in 2001 when the accounting firm of Hill, Barth & King merged with The Sorce Financial Group, an advisory firm headed by the Sorce brothers. Today, HBKS advisors are situated in 10 offices throughout western Pennsylvania, Ohio and Florida.

In accepting the gift, Mercyhurst President Michael Victor said, “One financial job that remains increasingly relevant in today’s market is that of the financial advisor, and we are grateful to the Sorces and Mr. Allegretti for supporting what is an in-demand professional career opportunity for Mercyhurst’s business school students.”

The scholarship lays the groundwork for a more robust model within the Walker College of Business & Management that uses the recommended curriculum of the Certified Financial Planner Board of Standards. The new relationship will also create opportunities for Mercyhurst student internships at the Sorces’ wealth advising group.