Resource HubPosts By Category


The Statistics Are In: Saltmarsh Exceeds Its Community Service Goal During 75th Anniversary in 2019

1/24/2020

“Service is at the core of our business, and it was truly an honor to give back in our communities across Florida and Tennessee to bring greater awareness to the many needs and organizations working to make a difference,” said Lee Bell, Saltmarsh president.

While honoring our 75th anniversary during 2019, we achieved 2,306 additional community service hours, 362 hours past our goal of 1,944 hours to mark the year we were founded.

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Service Spotlight: Demolishing Hunger

12/18/2019

We got in the spirit of giving back by kicking-off the holiday season with our "Demolishing Hunger" supply drive!

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Saltmarsh Bank Advisors Host Inaugural Bank Event in Nashville, TN

11/11/2019

Our Bank Advisors proudly hosted their inaugural Community Bank Events in Nashville, Tennessee on November 5th. The events consisted of a Compliance Funnel and Executive Form designed to cover timely topics in strategic management, technology, and regulatory compliance. This year’s lineup included FinTech, private flood insurance, cybersecurity, and an industry update by the Tennessee Bankers Association.

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Service Spotlight: United Way Day of Caring

10/29/2019

Every fall United Way of West Florida hosts its community-wide Day of Caring, and for over 20 years our staff has joined the initiative to assist local organizations, non-profits, and schools.

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Service Spotlight: 2,000 Hours & Counting!

10/18/2019

We have officially broken the 2,000-service hour threshold! Let’s look back at some of the projects that helped us reach our community service goal...

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Saltmarsh Surpasses Community Service Goal for 75th Anniversary

10/10/2019

We are excited to honor our founding year, 1944, by contributing more than 1,944 community service hours! We've achieved this goal three months ahead of schedule in 2019 and can't wait to see how many hours we are able to contribute by the end of our 75th anniversary year.

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Saltmarsh Hosts 14th Annual Community Bank Events in Tampa

9/25/2019

In conjunction with our 75th Anniversary celebration in Tampa, the Bank Advisors at Saltmarsh proudly hosted their 14th Annual Community Bank Events! Designed to cover the essential areas of regulatory compliance, IT, executive and strategic management, the series offers a comprehensive view of what is impacting community banks throughout the region. 

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Service Spotlight: Back-To-School Supply Drive

8/13/2019

We got in the back-to-school spirit with a month-long School Supply Drive benefitting Guardian ad Litem circuits in our local areas!  

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The One Where Saltmarsh Goes '90sAnother Busy Season in the Books!

8/7/2019

We sang “Candle in the Wind” to the 2019 “busy season” with a ’90s themed party to celebrate the hard work and dedication of our team!

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Service Spotlight: Building a Better Community

7/23/2019

When we set out to contribute 1,944 service hours in honor of our founding year, we thought it would take the entire year to complete… but at the rate we’re going, we will surpass our goal in no time! Check out the service projects we worked on in the month of June.

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Service Spotlight: Celebration of 1,000+ Service Hours!May 2019

6/10/2019

The month of May was especially busy for our Saltmarsh team and consisted of several service projects which resulted in a huge jump toward our community service goal... 

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Bring Your Dog to Work Day!

5/28/2019

Last Friday was paws-itively the best way to kick-off Memorial Day weekend when the fur-babies of Saltmarsh infiltrated our Pensacola and FWB offices for “Bring Your Dog to Work Day!” 

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Saltmarsh Financial Advisors Host 6th Annual Night at the Ballpark

5/24/2019

It was a beautiful day at the ballpark on May 16th when Saltmarsh Financial Advisors hosted their 6th Annual client appreciation night at the Pensacola Blue Wahoos!

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Service Spotlight: Helping Hands Happy HourApril 2019

4/30/2019

Our team has been working hard to reach our goal of 1,944 community service hours through various service projects across the region and for the month of April, our service project of choice benefited Manna Food Pantries! 

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Service Spotlight: Say Yes to Your DressFebruary & March 2019

3/15/2019

Saltmarsh has embarked on a mission to contribute 1,944 hours of community service in recognition of our founding year, 1944. For February and March, our service project of choice benefited the GFWC South Baldwin Women’s Club!

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Saltmarsh Financial Advisors' Clients Benefit from Investment Event Series in Tampa and Pensacola

3/13/2019

Saltmarsh Financial Advisors started the year strong with a captivating series of investment-focused educational and networking events across the state of Florida. The series focused on identifying fundamental errors many investors have made throughout their investment journey and provided recommended solutions to avoid future pitfalls.

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How to Create a Meaningful Company Slogan that Sets Your Brand Apart

2/18/2019

A branding success story and a role model for all organizations seeking to define and differentiate themselves in the marketplace.

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Saltmarsh Teams Increase Charity Work As Part of 75th Anniversary Effort to Make a DifferenceDay of Service | January 11, 2019

2/1/2019

As 2019 began, Saltmarsh completed its celebration of Culture Week, a company-wide event highlighting days of honesty and integrity, quality service, creativity, and respect. The week ended in a service day honoring the firm’s guiding principle, “achieving success by contributing to the success of others.”

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Saltmarsh Financial Advisors Hosts Redefining Investment Advice Event in Pensacolawith Weston Wellington of Dimensional Fund Advisors

1/25/2019

Saltmarsh Financial Advisors was honored to welcome Weston Wellington, a Vice President of Dimensional Fund Advisors (DFA) as the featured guest speaker for the first of a series of educational investment-focused events the firm will host across the state of Florida.

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Firm Hosts Culture Week Kickoff for 75th AnniversaryHonesty & Integrity Day | January 7th

1/7/2019

With this New Year comes an exciting milestone for Saltmarsh. In 2019, we are proud to celebrate the firm's 75th Anniversary with a focus on client appreciation, increased charitable work, employee enrichment, community engagement and planning for future generations of success. On January 7th, our offices gathered to kickoff our 75th Anniversary by coming together to celebrate our core values with Culture Week.

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Saltmarsh Marks 75th Anniversary in 2019Celebrating client, firm and community successes since 1944!

1/3/2019

Year-long festivities will feature focus on charitable work, client appreciation, employee enrichment, reflection on the firm's legacy and planning for future generations of success.

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