Gregory Stahl, Cfp®, Cpwa® Email & Phone Number

My name is Gregory Stahl, CFP®, CPWA® and I am the Sr. Vice President, Wealth Advisor at BT Wealth Advisors, located at The Bank of Tampa. Gregory Stahl, has attained the CERTIFIED FINANCIAL PLANNER™, certification. CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.I am a Certified Private Wealth Advisor® (CPWA®) professional. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. The Bank of Tampa and BT Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BT Wealth Advisors, and may also be employees of The Bank of Tampa. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Bank of Tampa or BT Wealth Advisors. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose Value• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• I am registered to do business in the following states: AZ, CA, CO, DC, FL, GA, MD, MO, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WI.To Schedule a meeting: https://go.oncehub.com/GregoryStahlhttps://www.bankoftampa.com/staff/gregory-stahl

Listed skills include Estate Planning, Financial Advisory, Series 63, Fixed Annuities, and 26 others.