BT Wealth Advisors
Financial Services • 
Tampa, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 601 Bayshore Blvd, Suite 960, Tampa, Florida 33606, US |
| Phone number | +17275028440 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
| Socials |
Key Contact at BT Wealth Advisors
Stacey Serafini Pittman
Executive Vice President, Managing Director
BT Wealth Advisors Email Formats
BT Wealth Advisors uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@bankoftampa.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bankoftampa.com | 50% |
{first name}{last name} | johndoe@bankoftampa.com | 25% |
{f2}{last name} | {f2}doe@bankoftampa.com | 12.5% |
{first name} | john@bankoftampa.com | 12.5% |
About BT Wealth Advisors
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.
BT Wealth Advisors revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
BT Wealth Advisors has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
BT Wealth Advisors has never raised funding before.
BT Wealth Advisors Tech Stack
Discover the technologies and tools that power BT Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
Security
Analytics
UI frameworks
CMS
PaaS
Switzerland
United Kingdom
Australia
Frequently asked questions
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