Stacey S. Pittman, Gregory Stahl and Jonathan Locklear Recognized as LPL Financial’s Top Financial Advisors
Feb. 3, 2021
Tampa, Fla. — Feb. 3, 2021 — BT Wealth Advisors today announced Stacey S. Pittman and Gregory Stahl, independent LPL Financial advisors, were included in LPL’s Chairman’s Club. This elite award is presented to less than 5% of the firm’s more than 17,000 financial advisors nationwide*. Additionally, Jonathan Locklear, also an independent LPL Financial advisor, was included in LPL’s Freedom Club, which includes select advisors based on their business success**.
“We are so proud of Stacey, Greg and Jon for their outstanding leadership and much deserved recognition from LPL Financial,” said Bill West, CEO at The Bank of Tampa. “When we reflect on 2020, we know it was an unprecedented year, and with advisors like Stacey, Greg and Jon, who demonstrate deep dedication to their clients and maintain trusted relationships with them, we look forward to a bright future ahead with BT Wealth Advisors.”
“On behalf of LPL, I congratulate Stacey, Greg and Jon on reaching this milestone in their professional career,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. In the advisor-mediated financial advice market, investors showed how much value they place on a trusting relationship with a financial advisor. We applaud Stacey, Greg and Jon for their commitment to clients, and we are inspired by their dedication to making a meaningful impact in the lives of their clients. It is an honor to support them and wish their entire team continued success as they continue to add value for clients and in their business in the years ahead.”
Pittman, who serves as executive vice president and managing director of BT Wealth Advisors, has over 15 years of experience as a financial analyst and institutional manager, and over six years of experience as an investment advisor representative with LPL Financial. She holds a Bachelor of Arts in government from Harvard University. Additionally, she is a Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), as well as a Certified Private Wealth Advisor® (CPWA®).
Stahl serves as senior vice president, wealth advisor at BT Wealth Advisors. He offers more than 10 years of investment advisory and wealth management experience. Stahl holds a Bachelor of Science in business administration from Shippensburg University. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), as well as a Certified Private Wealth Advisor® (CPWA®).
Locklear serves as vice president, wealth advisor at BT Wealth Advisors. He offers more than 15 years of experience in financial services. Locklear holds a Bachelor of Arts in political science from the University of Florida. He is a CERTIFIED FINANCIAL PLANNERTM Practitioner (CFP®), as well as a Chartered Advisor in Philanthropy (CAP®).
Pittman, Stahl and Locklear are all affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About BT Wealth Advisors
BT Wealth Advisors is the wealth management division of The Bank of Tampa. BT Wealth Advisors offer personal and customizable strategies geared to fit clients’ unique needs. An affiliate of LPL Financial, BT Wealth Advisors services include investment management, estate planning guidance, education planning, insurance services, retirement planning and tax strategies. BT Wealth Advisors has more than $741 million in assets under management. To learn more, visit www.thebankoftampa.com/wealth.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Achievement is based on annual production among LPL Advisors only.
**Achievement is based on top 30% of annual production among LPL Advisors only.
***Based on total revenues, Financial Planning magazine June 1996-2020
Disclosures:
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:
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Media Contact:
Kaley Infield, APR
Communications Manger
813-998-2646
kinfield@bankoftampa.com