Stacey S. Pittman, CFA, CFP®, CPWA®
EVP, Managing Director, BT Wealth Advisorsspittman@btwealthadvisors.com
Stacey has over 15 years of experience as a financial analyst and institutional manager, and over five years of experience as an investment advisor representative with LPL Financial.
Education & Certificates
- Harvard University, B.A.
- Chartered Financial Analyst
- CERTIFIED FINANCIAL PLANNER ™ Practitioner
- Certified Private Wealth Advisor®
Tampa Bay Business Journal’s Businesswoman of the Year, 2019*
Leadership Tampa, C/O 2018 Champions for Children, Board of Directors USF Personal Financial Planning, Advisory Council Harvard Club of the West Coast of Florida, Applicant Interviewer