News Releases

Stephen Peloquin appointed as Senior Vice President, Wealth Advisor with BT Wealth Management*, Sarasota

July 16, 2026

SARASOTA, Fla., – The Bank of Tampa is pleased to announce the appointment of Stephen Peloquin as Senior Vice President, Wealth Advisor with BT Wealth Management*, located at Bank of Tampa's Sarasota branch.

“Stephen brings extensive experience in wealth management and financial advisory services, along with a strong commitment to helping clients pursue their long-term financial goals,” said Stacey Pittman, Executive Vice President and Managing Director of BT Wealth Advisors. “His background advising individuals and families, combined with his relationship-focused approach, makes him a valuable addition to our Sarasota team. We are pleased to welcome him to The Bank of Tampa.”

Prior to joining The Bank of Tampa, Stephen served as Vice President, Investment Executive at Fifth Third Securities in Sarasota, where he advised clients on investment and wealth management strategies. Earlier in his career, he held financial advisory roles with Merrill Lynch and Strategies for Wealth Creation & Protection.

In addition to his professional background, Stephen has held community leadership roles, including board service with Lakewood Ranch Community Activities Corporation.

Stephen holds a Bachelor of Business Administration in Finance from Florida Atlantic University.

About BT Wealth Advisors

BT Wealth Advisors is located at The Bank of Tampa. BT Wealth Advisors offer personal and customizable strategies geared to fit clients' unique needs. BT Wealth Advisors services include investment management, estate planning guidance, education planning, insurance services, retirement planning and tax strategies. BT Wealth Advisors manages $1.3 billion in assets under care. To learn more, visit www.thebankoftampa.com/wealth.

Media Contact:

Susanne Powers
(813) 998-2725
spowers@bankoftampa.com

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

*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:

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.