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College Planning Strategies to Save Like an Advisor

By Stacey Pittman, CFA, CFP®, CPWA®, Managing Director, BT Wealth Advisors As a wealth advisor and the mom of a college freshman (Go Gators!), I am acutely aware of the challenges of planning for college. In speaking with clients, I...

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Dealing with Inflation on All Fronts

By Drew Aldridge, Vice President, Middle Market Relationship Manager at The Bank of Tampa We have all been keeping an eye on the news surrounding inflation and how it impacts our bottom line at home and at work. For business...

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College Planning Strategies to Save Like an Advisor

By Stacey Pittman, CFA, CFP®, CPWA®, Managing Director, BT Wealth Advisors As a wealth advisor and the mom of a college freshman (Go Gators!), I am acutely aware of the challenges of planning for college. In speaking with clients, I...

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Building a $1 Billion Program

This article previously appeared in a publication by LPL Financial. A conversation with LPL Program Leader Stacey Pittman Stacey Pittman serves as executive vice president and managing director, BT Wealth Advisors located at the Bank of Tampa. Stacey is also an...

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How You Can Use a Home Equity Line of Credit

It is no secret, over the past 24 months, the real estate market has been hot across much of the U.S. In the Tampa Bay area, home values were up more than 11 percent in October 2021 year-over-year, according to...

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What a Preferred Lending Partner Can Offer Your Small Business

By Kevin Gilligan, SBA Lending Director at The Bank of Tampa As a business owner or a prospective business owner, there may come a time when you need additional financing. Perhaps you are interested in completing a business acquisition, a...

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Beware of Fraud in the Age of COVID-19

By Roxanne Chance-Chin, BSA Officer & Fraud Investigations Manager Government agencies including the FBI are reporting a rise in fraud attempts correlated with COVID-19. Although many fraud attempts at the beginning of the pandemic targeted individuals, the financial community warns...

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