Page 18 - Demo

HCMA Benefit Provider
BT Wealth Advisors
Stacey S. Pittman, CFA, CFP®, CPWA® EVP, Managing Director, BT Wealth Advisors spittman@btwealthadvisors.com
As a trusted partner and sponsor of the HCMA, many members know The Bank of Tampa’s brand of banking and the unique banking products and services it offers. But, did you know that The Bank of Tampa also has a Wealth Management division, BT Wealth Advisors?
BT Wealth Advisors operates as a full-service financial advisory firm, affiliated
with The Bank of Tampa. Our advisors are salaried, meaning they offer straightforward advice based on your best interest and are not motivated by commission. We take the time to get to know you—your family, your business, your life passions and your goals. We work together to build, preserve and transition your wealth.
We offer personal and
customizable strategies geared
to fit our clients’ unique needs. Our wealth advisors are proactive, and work hand-in-hand to develop and implement a comprehensive financial strategy that is specific to our clients’ goals, which enables us to develop a financial plan customized to meet those needs.
BT Wealth Advisors’ Services:
• Investment management • Estate planning guidance • Education planning
• Insurance services
• Retirement planning • Tax strategies
At BT Wealth Advisors, we’re passionate about helping clients pursue financial independence on their terms. We offer comprehensive financial services, including customized asset management and holistic planning designed to address your needs and your love ones’ needs. Additionally, we work directly
with your trusted partners or, in the case of our physician partners, as an extension of your team to ensure we’re all working to achieve our clients’ best interest.
Our commitment to providing an exceptional client experience, coupled with our mission for consistent communication, offers our clients financial soundness and a high level of integrated wealth planning. For more information on BT Wealth Advisors, or to schedule an appointment, please contact us at (813) 998-2617, or visit our website at www. bankoftampa.com/wealth.
For information on The Bank of Tampa’s banking services, contact Oliviana Catrone, Private Relationship Manager, at 813- 998-2617.
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
WFoerainltfohrmAadtiovnisoonrTshaerBeankotofrTeagmisptae’rsebdanaksinga sbervoickesr,-cdoenatalcetrOolirviainaveCsatt-rone, Private Relationship Manager, at 813-998-2617.
ment advisor. Registered representatives of LPL offer products
Disclosures
and services using BT Wealth Advisors, and are also employees oSfecThurietieBsaannkd oafdvTisaomrypsae.rviThcesesaereprooffderuecdtstharonudghseLrPvLiceFsinanrceiabl e(iLnPgL), a
registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance
offered through LPL or its affiliates, which are separate entities
products are offered through LPL or its licensed affiliates. The Bank of Tampa and BT
Wealth Advisors are not registered as
from, and not affiliates of, The Bank of Tampa or BT Wealth Ad-
a broker-dealer or
Registered representatives of LPL offer products and services using BT Wealth
vAidsvoisrosr.s,Saencduareitaielssoaenmdploiyneseusroaf nThce BoaffnekroefdTatmhrpoa.ugThesLePpLroodurcitstsanadffiselir-vices are being offered through LPL or its affiliates, which are separate entities from, and not
ates are:
affiliates of, The Bank of Tampa or BT Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
investment advisor.
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
18
HCMA BULLETIN, Vol 65, No. 6 – March/April 2020