Bank of Tampa Overview Page - wealth-management

BT Wealth Advisors

 

 

BT Wealth Advisors is committed to taking the time to understand your financial goals and objectives while working closely with you to achieve comprehensive wealth management. We coordinate the resources you need with your future in mind.

BT Wealth Team

(Left to Right) Gregory Stahl, VP, Wealth Advisor; Josh Lovold, Wealth Operations Manager; Nicole Smith, Senior Administrative Specialist;
Stacey Pittman, SVP, Managing Director; Brianna Saed, Administrative Assistant; Simon Sumner, VP, Portfolio Manager; Jon Locklear, VP, Wealth Advisor 

 

Invested in your future. 

Our BT Wealth Advisors offer personal and customizable strategies geared to fit your unique needs. We work hand-in-hand to develop and implement a comprehensive financial strategy that is specific to your goals that result in pursuing your specific needs. Our dedicated team of salaried wealth advisors are proactive, and aim to protect your wealth, and more important, your future. We take the time to understand you and your objectives, and then work together to build, preserve, insure and transition your wealth.

Our Process

As your financial partner, our success depends on your success. Your goals remain at the foundation of our wealth management process.

  • Assess

    • Define Your Goals

    • Evaluate Your Assets

  • Analyze

    • Cash Flow Analysis

    • Asset Allocation

    • Risk Tolerance

  • Articulate

    • Provide Options

    • Recommend Strategies

  • Act

    • Implement Strategies

    • Ongoing Monitoring

Our team of experienced financial professionals ensures your goals remain the focus of our guidance and recommendations.

Our Services

  • Investment Management

  • Estate Planning Guidance

  • Education Planning

  • Insurance Services

  • Retirement Planning

  • Tax Strategies

To access your account, visit www.myaccountviewonline.com

Disclosures

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Bank of Tampa and BT Wealth Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured by Any Federal Government Agency

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: Florida.

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