Office Staff

Gregory M. Stahl, CFP®, CPWA®

SVP, Wealth Advisor
(813) 998-2736

Locations Served

Online Wealth Management Support:

To learn more, visit Greg's Guided Wealth Portfolio.

Featured Articles: 

How Cutting Your Coffee Habit Can Help Save You Thousands

Traditional vs. Roth 401(k) and Understanding the Differences

Our Approach:

At BT Wealth Advisors, we are passionate about understanding you and your objectives for building, preserving, insuring and transitioning your wealth. We believe our team is the foundation of a strong, strategic wealth partnership and relationship. Our advisors work without the pressure of sales quotas or proprietary products imposed by a corporate parent. We offer access to comprehensive financial services; including customized asset management and holistic planning designed to address the needs of you and your loved ones. Our dedicated team will work collaboratively with you, placing your interests and concerns first in all actions taken.

Experience:

More than 10 years of specialized investment advisory and wealth management experience

Education and Certifications:

  • Shippensburg University, B.S., Business Administration
  • CERTIFIED FINANCIAL PLANNER TM  Practitioner
  • Certified Private Wealth Advisor®

Get to Know Greg:

Greg’s hobbies include spending time traveling and outdoors with family. He’s visited a total of 42 states, and his most memorable trips included hiking The Grand Canyon, Yosemite, and Yellowstone. Through travel, Greg has experienced everything from white water rafting, zip lining, snow skiing, water skiing, scuba diving, snorkeling, camping, and he’s even experienced the Autobahn in Germany at over 100 MPH.

Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  Insurance products offered through LPL Financial or it's licensed affiliates. 

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. 

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed.  If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited.  If you have received this message in error, please immediately delete.