Our People


Justin TateFinancial Advisor

Justin is a financial advisor for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. As part of our investment advisory team, he works collaboratively with clients to develop and implement investment strategies that align with their unique goals and objectives.

Justin has over a decade of financial experience in the areas of private wealth, commodity trading and corporate M&A. Prior to Saltmarsh, he served as Vice President of Corporate Middle-Market Banking for a leading Global bank and was focused on municipal financings, as well as public & private corporate credit. Justin also served as Vice President of Private Wealth & Capital Markets for a Fortune 500 bank where he was the lead wealth advisor for a combined book value of $295MM, including trust/managed money and commercial credit.

In addition to his role at Saltmarsh Financial Advisors, Justin serves as Chairman of the Community Foundation of Northwest Florida where he and his Board aim to facilitate philanthropic gifts from wealthy donors to deserving charitable organizations along the Gulf Coast. He has held Board and Civic Leadership positions with the Early Learning Coalition of the Emerald Coast and also served as the Honorary Squadron Commander for the 85th TES out of Eglin AFB.

Justin is an avid golfer and lifelong resident of Okaloosa County, FL, where he lives with his children Abbey Leigh and Justin, Jr.

Education

  • B.A. Communications/Marketing - University of West Florida

Certifications

  • FINRA Series 6, 7, 65 & 66 Licensed

Community Affiliations

  • Community Foundation of Northwest Florida - Chairman

Areas of Practice

Saltmarsh CPA - Who We Are

Who We Are

Our professionals have the depth of experience, industry knowledge and worldwide resources to help you reach your goals. We put your success above all else as your trusted advisor.

Saltmarsh CPA - What We Do

What We Do

Saltmarsh offers a full range of professional services to accommodate your needs – from tax planning and accounting services to information technology and employee benefits consulting.

Saltmarsh CPA - Who We Serve

Who We Serve

Saltmarsh serves individuals and businesses. Personal attention, access to the right professionals and rapid response is how we serve.

Contact Us

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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