BT Wealth Advisors Employee Directory

Financial ServicesUnited States2-10 Employees

BT Wealth Advisors is committed to taking the time to understand your financial goals and objectives while working closely with you to achieve comprehensive wealth management. We coordinate the resources you need with your future in mind. The financial consultants at BT Wealth Advisors offer personal and customizable strategies geared to fit your unique needs. We work hand-in-hand to develop and implement a comprehensive financial strategy that is specific to your goals that result in pursuing your specific needs. Our dedicated team of salaried wealth advisors are proactive, and aim to protect your wealth, and more important, your future. We take the time to understand you and your objectives, and then work together with the objective to preserve, insure and transition your wealth.

Disclosures:

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Bank of Tampa and BT Wealth Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

http://www.finra.org/
https://www.sipc.org/

The investment products sold through LPL Financial are not insured Bank of Tampa deposits and are not FDIC insured. These products are not obligations of the Bank of Tampa and are not endorsed, recommended or guaranteed by the Bank of Tampa or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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