Wealth management steps into the spotlight at Bank of Tampa
August 01, 2014 at 14:45 PM EDT
A revamp of wealth management at The Bank of Tampa is complete. A 15-person team is in place, LPL Financial is on board as the bank’s broker-dealer service provider, a labor-intensive conversion of about 1,100 accounts has wrapped up and a branding campaign is planned for the fall, said Scott Fleming, president of BT Wealth Advisors...
