— Financial goals must be identified before they can be achieved.— We offer objectivity and transparency through salaried Wealth Advisors.— We share a collective commitment to excellence.— We diversify our clients' portfolios among asset classes to properly manage risk.— We charge a fee for our advice based on the assets we manage.— In addition to the scale and depth of the LPL product and service platform, we also offer three internally managed portfolios.
BT Wealth Advisors is an investment advisory company undeterred by sales quotas or product biases imposed by a corporate parent. We do what is right for our clients with no hidden agenda. If you are looking for deeply experienced advisors with a broad range of products and services and a high-touch local feel, we will work collaboratively with you, placing your interests first in all actions taken by our team.For a complimentary consultation to explore and discuss any of the investment services offered, call Stacey Pittman at (813) 998-2742.
Gregory M. Stahl, CFP®Vice PresidentSenior Wealth Advisorgstahl@btwealthadvisors.com
Jon Locklear, CFP®Vice PresidentWealth Advisorjlocklear@btwealthadvisors.com
Simon Sumner, CFA®Vice PresidentPortfolio Managerssumner@btwealthadvisors.com
Josh J. LovoldWealth Operations Managerjlovold@btwealthadvisors.com Nicole M. SmithSenior Administrative Associatensmith@btwealthadvisors.com