Stacey Pittman
Senior Vice President, Managing Director at BT Wealth Advisors | Tampa, Florida, United States
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Stacey S. Pittman, CFA, CFP®, CPWA®, serves as the Senior Vice President and Managing Director at BT Wealth Advisors, where she leverages over 25 years of extensive experience in wealth management to guide both individual and institutional clients in the Tampa Bay area. With a strong foundation in financial analysis, portfolio management, and investment advisory, Stacey is dedicated to crafting personalized investment strategies that align with her clients' unique financial goals and objectives. Her expertise spans a wide array of investment vehicles, including equities, alternative investments, and mutual funds, allowing her to develop comprehensive asset allocation strategies that optimize portfolio performance.
At BT Wealth Advisors, Stacey leads key projects focused on enhancing client engagement and satisfaction through tailored financial solutions. She is instrumental in implementing innovative investment management practices that not only address immediate financial needs but also anticipate future market trends. Her commitment to continuous learning and professional development is evident in her pursuit of advanced certifications, including the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Certified Private Wealth Advisor (CPWA®), which further solidify her authority in the field.
Stacey's collaborative approach fosters strong relationships with clients, ensuring that their aspirations remain at the forefront of all financial guidance. By employing a holistic view of wealth management, she empowers clients to navigate the complexities of investment strategies and asset management with confidence. Under her leadership, BT Wealth Advisors continues to thrive as a trusted partner in wealth management, dedicated to delivering exceptional service and results that resonate with the diverse needs of its clientele.
Senior Vice President, Managing Director at BT Wealth Advisors in June 2014 to Present
Executive Vice President, Managing Director at BT Wealth Advisors in April 2019 to Present
Portfolio Manager at Eagle Asset Management in July 1999 to October 2013
Investment Banking analyst at Raymond James & Associates, Inc in July 1997 to July 1999
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Discover more about BT Wealth AdvisorsWhat is Stacey Pittman email address?
Email Stacey Pittman at [email protected]. This email is the most updated Stacey Pittman email found in 2026.
How to contact Stacey Pittman?
To contact Stacey Pittman send an email to [email protected]. (updated on October 29, 2024)
What company does Stacey Pittman work for?
Stacey Pittman works for BT Wealth Advisors
What is Stacey Pittman's role at BT Wealth Advisors?
Stacey Pittman is Senior Vice President, Managing Director
What is Stacey Pittman's Phone Number?
Stacey Pittman's phone (305) ***-*202
What industry does Stacey Pittman work in?
Stacey Pittman works in the Financial Services industry.
Stacey Pittman Email Addresses
Stacey Pittman Phone Numbers
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