Office Staff

Gregory M. Stahl, CFP®

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 (CFP®) Practitioner

Awards:

  • 2016 Favorite Financial Advisor, Tampa Bay Business Journal
  • 2016 Top 100 Advisor, Bank Investment Consultant Magazine

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.