Stacey S. Pittman, CFA, CFP®, CPWA®
EVP, Managing Director, BT Wealth Advisors
spittman@btwealthadvisors.com
(813) 998-2742
Locations Served
Experience
Stacey has over 15 years of experience as a financial analyst and institutional manager, and over five years of experience as an investment advisor representative with LPL Financial.
Education & Certificates
- Harvard University, B.A.
- Chartered Financial Analyst
- CERTIFIED FINANCIAL PLANNER ™ Practitioner
- Certified Private Wealth Advisor®
Awards
Tampa Bay Business Journal’s Businesswoman of the Year, 2019*
Involvement
Leadership Tampa, C/O 2018 Champions for Children, Board of Directors USF Personal Financial Planning, Advisory Council Harvard Club of the West Coast of Florida, Applicant Interviewer