Gregory M. Stahl, CFP®, CPWA®
Online Wealth Management Support:
- To schedule a financial planning call with Greg, click here.
- To learn more, visit Greg's Guided Wealth Portfolio.
- May 2021 Newsletter
- April 2021 Newsletter
- March 2021 Newsletter
- February 2021 Newsletter
- January 2021 Newsletter
- December 2020 Newsletter
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 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 FDIC or Any Other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations||May Lose Value|
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IN, MA, MD, MN, MO, MS, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WY