Nicole Smith Attends LPL Financial Women's Conference as a "Rising Star"
Nov. 7, 2022
TAMPA, FLA. – Nov. 7, 2022 – Nicole Smith, an independent financial advisor at BT Wealth Advisors in Tampa, Florida, recently attended LPL Financial’s Achieve 2022 conference as a recipient of the firm’s Rising Star Scholarship.
Selected for her steadfast commitment to serving clients and growth trajectory in the financial services industry, Smith earned her spot at the invitation-only annual event that gathers over 150 of LPL’s top women advisors and program managers to exchange ideas, celebrate their success and cultivate an empowering community of women within the firm.
“We are so proud to have Nicole represent BT Wealth Advisors at LPL Financial’s Achieve 2022 conference,” said Stacey Pittman, executive vice president, managing director of BT Wealth Advisors. “We are excited to watch her apply what she’s learned to further strengthen her services and deepen her relationships with our clients.”
Smith provides a full range of financial services in the Tampa Bay area, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more. She is an independent financial advisor affiliated with LPL Financial, a leading wealth management firm.
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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. BT Wealth Advisors services include investment management, estate planning guidance, education planning, insurance services, retirement planning and tax strategies. The advisors at BT Wealth Advisors collectively advise on more than $624 million in assets. To learn more, visit www.thebankoftampa.com/wealth.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 21,000 financial advisors, and approximately 1,100 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
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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