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Christina Doss, AAMS®Shareholder

Christina is a shareholder in the Investment Advisory Services practice of Saltmarsh, Cleaveland & Gund. She is also the managing director of Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. She is responsible for business development, client wealth management and financial planning and has 30 years of experience working in the financial services and wealth management industry. Prior to joining Saltmarsh in August 2013, she served 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. Her 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.

Education

  • B.S. Management - Golden Gate University
  • College for Financial Planning - AAMS® Certified, CFP® Certification Programs

Certifications

  • Accredited Asset Management Specialist (AAMS®)
  • Series 63 & 66 Licensed
  • Life, Health and Variable Annuities Licensed
  • Previously NASD Series 24, 8 & 7 Licensed

Community Affiliations

  • University of West Florida College of Business - Executive Mentor
  • Pensacola Women's Alliance - Member
  • Pensacola Rotary Club - Member
  • West Florida Hospital Women's Advisory Board - Past Board Member
  • Early Learning Coalition - Commissioner Appointed Past Board Member
  • Pensacola Symphony - Past Executive Board Member and Finance Committee Chair
  • Leadership Florida Graduate - Class of XXXIV
  • Covenant Hospice - Past Board Director and Foundation Member
  • Pensacola Vision 2015 - Past Cabinet Board Member
  • Pensacola Opera - Past Executive Board Member
  • Florida's Great Northwest - Past Board Member

Areas of Practice

Publications

Contact Us

DESTIN/FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

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