Saltmarsh, Cleaveland & Gund names Christina Doss Shareholder; Assumes leadership of Saltmarsh Financial Advisors, LLC
TAMPA and PENSACOLA, Fla. - Saltmarsh, Cleaveland & Gund has named Christina Doss, AAMS® shareholder. Additionally, as Managing Director, she will lead the firm’s investment management affiliate, Saltmarsh Financial Advisors, LLC.
With more than 25 years of professional leadership and executive experience in the financial services and wealth management industry, Christina is responsible for client wealth management, financial planning and practice growth for Saltmarsh Financial Advisors, LLC.
“We are thrilled to welcome Christina into our shareholder group,” commented Lee Bell, President of Saltmarsh, Cleaveland & Gund. “Her well-deserved appointment is a key step forward in our strategic plan for the continued growth and prosperity of Saltmarsh Financial Advisors. She succeeds Gregg Noble, CPA, who has led this practice through many years of successful expansion and team growth.”
“Christina has been a solid leader in our firm for many years,” said Noble. “I am very proud of what she has accomplished for our practice and know she will continue to deliver and improve upon the smart, effective and valuable advice we provide our clients. As we look ahead to succession, Christina is absolutely the best choice to take the reins of our financial advisory practice.”
Prior to joining Saltmarsh in 2013, Christina excelled as Pensacola City President and Managing Director of Private Wealth Management for the North Florida Division of SunTrust Bank, where she was responsible for managing a team of advisors who supported high net worth clients and business owners with comprehensive wealth planning, asset management and banking needs.
Christina’s previous experience also includes 13 years with Charles Schwab Corporation, serving in several capacities, including Senior Director for Schwab’s West Coast Private Client Division responsible for managing over 100 portfolio managers and $8 billion in client assets, and Senior Sales Director for Schwab’s national Financial Planning Division.
She holds a Bachelor of Science in Management from Golden Gate University along with the Accredited Asset Management Specialist designation- AAMS® and has completed Certifications for the CFP® designation from the College of Financial Planning. She holds both Series 63 & 66 and Life, Health and Variable Annuities licenses and in past roles completed significant industry training to include NASD Series 24, 8, & 7 licenses.
Extremely active in the community, Christina’s board and volunteer affiliations have included West Florida Hospital Women’s Advisory Board, Early Learning Coalition Board, Pensacola Symphony Board, Pensacola Opera Board, Covenant Hospice Foundation Board, Leadership Florida - Class of XXXIV graduate; Pensacola Impact 100 member, Pensacola Women’s Alliance member, Pensacola Rotary Club member and numerous others.
ABOUT SALTMARSH, CLEAVELAND & GUND
Founded in 1944 and celebrating its 75th anniversary throughout 2019, Saltmarsh is one of the largest CPA-led business advisory firms in the Southeast, serving clients throughout the U.S. and worldwide with offices from Tennessee to Florida. The firm offers a full range of professional services, including specialized consulting services for many industries and high net worth individuals through Saltmarsh Financial Advisors, LLC. The firm is an independent member of the BDO Alliance USA, which provides access to national resources to better serve clients. Saltmarsh has been recognized as one of the Top 200 Firms in the U.S. by Inside Public Accounting and as a Regional Leader by Accounting Today.
For more information, please visit www.saltmarshcpa.com or call (800) 477-7458.
ABOUT SALTMARSH FINANCIAL ADVISORS, LLC
Saltmarsh Financial Advisors, LLC is an independent investment advisory firm focused on providing tax efficient, low-cost wealth management solutions based on our clients’ best interest. Our experienced team of fiduciaries has decades of industry experience in providing cash-flow based financial planning and industry leading state-of-the-art portfolio design with an investment philosophy based on Nobel Prize recognized research. Our mission statement, “Achieving Success by Contributing to the Success of Others,” is core to our client approach. Saltmarsh Financial Advisors is an affiliate of Saltmarsh, Cleaveland & Gund.
For more information, please visit www.saltmarshfa.com or call (800) 477-7458.