What departments does BT Wealth Advisors have?

BT Wealth Advisors has employees across 2 departments including Operations, Analytics.

What is the largest department at BT Wealth Advisors?

The largest department at BT Wealth Advisors is Operations with 1 employees.

Where are BT Wealth Advisors employees located globally?

BT Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has BT Wealth Advisors's team size changed over time?

BT Wealth Advisors's team has remained stable from approximately 7 to 7 employees based on available data.

BT Wealth Advisors Employee Directory

Financial ServicesFlorida, United States2-10 Employees

BT Wealth Advisors, based in Tampa, Florida, operates in the financial services sector, focusing on wealth management. The firm aims to understand clients' financial goals thoroughly and collaborates to develop and implement a comprehensive strategy that coordinates the resources needed for the future. Its team, described as salaried wealth advisors, takes a proactive approach to protecting and planning for clients' wealth and long-term financial security.

Securities and advisory services are offered through LPL Financial, a registered investment adviser, with insurance products provided 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. Investment products sold through LPL Financial carry no FDIC insurance or Bank of Tampa guarantees and may fluctuate in value, including the possibility of losses.

BT Wealth Advisors Global Highlights

North America
18

United States Of America
18

BT Wealth Advisors's Leadership

D. F.
Senior Vice President Armenia
Mobile Phone
Email
J. N.
Assistant Vice President Personal Relationship Manager
Mobile Phone
Email
M. K.
Senior Vice President
Mobile Phone
Email
T. D.
Wealth Operations Manager Avp
Mobile Phone
Email
G. K.
Talent Development Manager
Mobile Phone
Email
C. M.
Senior Analyst
Mobile Phone
Email
J. G.
Trust Specialist
Mobile Phone
Email
M. B.
Commercial Relationship Specialist
Mobile Phone
Email

BT Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from BT Wealth Advisors

Name

Title

Contact

Location

Last Update

D. F.
Senior Vice President Armenia
Mobile Phone
Email
Oct 23, 2024
J. N.
Assistant Vice President Personal Relationship Manager
Mobile Phone
Email
Oct 16, 2024
M. K.
Senior Vice President
Mobile Phone
Email
Oct 17, 2024
T. D.
Wealth Operations Manager Avp
Mobile Phone
Email
Oct 22, 2024
G. K.
Talent Development Manager
Mobile Phone
Email
Jul 20, 2026
C. M.
Senior Analyst
Mobile Phone
Email
Oct 22, 2024
J. G.
Trust Specialist
Mobile Phone
Email
Oct 22, 2024
M. B.
Commercial Relationship Specialist
Mobile Phone
Email
Oct 23, 2024
T. D.
Wealth Operations Manager, Vp
Mobile Phone
Email
Jun 28, 2026

Frequently Asked Questions

What is BT Wealth Advisors known for?

BT Wealth Advisors operates in the Financial Services industry. Explore BT Wealth Advisors's company overview page for more information.

What is BT Wealth Advisors's most common email format?

BT Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BT Wealth Advisors email formats with LeadIQ.

How many employees does BT Wealth Advisors have currently?

BT Wealth Advisors has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are BT Wealth Advisors's key employees and leadership?

As of August 2026, BT Wealth Advisors's key employees include:

Senior Vice President Armenia: D. F.
Assistant Vice President Personal Relationship Manager: J. N.
Senior Vice President: M. K.
Wealth Operations Manager Avp: T. D.
Talent Development Manager: G. K.

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BT Wealth Advisors Employee Directory

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