BT Wealth Advisors appoints Lantz A. Martin, CFP®, ChFC®, as Wealth Advisor
Sept. 11, 2019
TAMPA, Fla., Sept. 11, 2019 – BT Wealth Advisors today announced the appointment of Lantz Martin as wealth advisor. In his role, Martin will be responsible for managing investment and wealth planning services to families, business owners and professionals as an investment advisor representative with LPL Financial.
“We are thrilled to have Lantz join our team,” said Stacey Pittman, executive vice president, managing director of BT Wealth Advisors. “His professional experience, coupled with his deep connections to the Tampa Bay community make him the perfect fit for our unique culture. We hired Lantz to meet the growing demands of the growth we’re experiencing, so we look forward to the impact Lantz is able to make.”
Prior to joining BT Wealth Advisors, Martin served multiple roles within Northwestern Mutual for more than six years, including as a lead advisor. He holds a Bachelor of Science in business administration with a major in finance and a minor in entrepreneurship from the University of Florida. Martin holds the Certified Financial Planner (CFP®) designation and the Chartered Financial Consultant (ChFC®) designation. Additionally, he holds the Series 6, Series 63 and Series 7 licenses through LPL Financial, as well as the Life, Health and Variable Annuity insurance license.
Martin is involved in community organizations throughout the Tampa Bay area, actively volunteering for Ronald McDonald House, Metropolitan Ministries and Toys for Tots.
About BT Wealth Advisors
BT Wealth Advisors is the wealth management division of The Bank of Tampa. BT Wealth Advisors offer personal and customizable strategies geared to fit clients’ unique needs. An affiliate of LPL Financial, BT Wealth Advisors services include investment management, estate planning guidance, education planning, insurance services, retirement planning and tax strategies. BT Wealth Advisors has more than $590 million in assets under management. To learn more, visit www.thebankoftampa.com/wealth.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
**Based on total revenues, Financial Planning magazine June 1996-2019
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Bank of Tampa and BT Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BT Wealth Advisors, and are also employees of The Bank of Tampa. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Bank of Tampa or BT Wealth Advisors. Securities and Insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations
||May Lose Value
Kaley E. Infield
Marketing Communications Manager