BT Wealth Advisors

Stacey S. Pittman, CFA, CFP^®, CPWA^®

spittman@btwealthadvisors.com

Locations Served

• BT Wealth Advisors

Experience

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®

Awards

Tampa Bay Business Journal’s Businesswoman of the Year, 2019*

Involvement

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