Stacey Pittman and Greg Stahl Earn Certified Private Wealth Advisor® Designation
Aug. 5, 2019
TAMPA, Fla., Aug. 5, 2019 – BT Wealth Advisors today announced that Stacey S. Pittman, executive vice president, managing director and Greg Stahl, senior vice president, wealth advisor, earned their Certified Private Wealth Advisor® (CPWA®) designations through the Investments & Wealth Institute (formerly IMCA) at the University of Chicago Booth School of Business. The CPWA® is a designation for financial planners and financial advisors who work with high-net-worth families and individuals, focusing on the life cycle of wealth: accumulation, preservation and distribution.
Pittman is responsible for overseeing all investment and wealth planning services provided to families, business owners and professionals through BT Wealth Advisors. She offers more than 16 years’ experience as an institutional manager and corporate finance analyst, and more than five years’ experience as an investment advisor representative with LPL Financial. In addition to the CPWA® designation, Pittman holds the Chartered Financial Analyst (CFA®) designation and the Certified Financial Planner (CFP®) designation. Additionally, she holds her Series 7 and Series 66 licenses through LPL Financial, as well as the Life, Health and Variable Annuity insurance license. She holds her Bachelor of Arts, cum laude, from Harvard University.
Stahl, a wealth advisor for BT Wealth Advisors, offers more than 10 years of specialized investment advisory and wealth management experience. In addition to the CPWA® designation, Stahl holds the Certified Financial Planner (CFP®) designation. He holds his Bachelor of Science in business administration from Shippensburg University.
In addition to Pittman and Stahl’s designations, Jon Locklear, vice president, wealth advisor holds the Certified Financial Planner (CFP®) designation and the Chartered Advisor in Philanthropy (CAP®) and Simon Sumner, vice president, client portfolio manager, holds the Chartered Financial Analyst designation.
About BT Wealth Advisors
BT Wealth Advisors is located at The Bank of Tampa. The wealth advisors at BT Wealth Advisors are affiliated with LPL Financial and offer access to personal and customizable strategies geared to fit clients’ unique needs, including investment management, estate planning guidance, education planning, insurance services, retirement planning and tax strategies. 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 offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Bank of Tampa and BT Wealth Advisors are not registered broker/dealers and are not affiliated with LPL Financial.
The investment products sold through LPL Financial are not insured Bank of Tampa deposits and are not FDIC insured. These products are not obligations of the Bank of Tampa and are not endorsed, recommended or guaranteed by the Bank of Tampa or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Kaley E. Infield
Marketing Communications Manager