BT Wealth Advisors is an investment advisory company undeterred by sales quotas or product biases imposed by a corporate parent. We do what is right for our clients with no hidden agenda. If you are looking for deeply experienced advisors with a broad range of products and services and a high-touch local feel, we will work collaboratively with you, placing your interests first in all actions taken by our team.For a complimentary consultation to explore and discuss any of the investment services offered, call Stacey Pittman at (813) 998-2791.
Gregory M. Stahl, CFP®Vice PresidentSenior Wealth Advisorgstahl@btwealthadvisors.com
Jon Locklear, CFP®Vice PresidentWealth Advisorjlocklear@btwealthadvisors.com
Simon Sumner, CFA®Vice PresidentPortfolio Managerssumner@btwealthadvisors.com
Josh J. LovoldWealth Operations Managerjlovold@btwealthadvisors.com Nicole M. SmithSenior Administrative Associatensmith@btwealthadvisors.com