BT Wealth Advisors

Greg Stahl
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Gregory M. Stahl, CFP®, CPWA®

SVP, Wealth Advisor
(813) 998-2736

Locations Served

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Online Wealth Management Support:

Executive Summary: 

Monthly Newsletter:

Featured Articles: 

How Cutting Your Coffee Habit Can Help Save You Thousands

Traditional vs. Roth 401(k) and Understanding the Differences


Experience:

More than 10 years of specialized investment advisory and wealth management experience

Education and Certifications:

  • Shippensburg University, B.S., Business Administration
  • CERTIFIED FINANCIAL PLANNER TM  Practitioner
  • Certified Private Wealth Advisor®

Get to Know Greg:

Greg’s hobbies include spending time traveling and outdoors with family. He’s visited a total of 42 states, and his most memorable trips included hiking The Grand Canyon, Yosemite, and Yellowstone. Through travel, Greg has experienced everything from white water rafting, zip lining, snow skiing, water skiing, scuba diving, snorkeling, camping, and he’s even experienced the Autobahn in Germany at over 100 MPH.

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:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IN, MA, MD, MN, MO, MS, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WY

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