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Pierce Broscious, CFP®Associate Financial Advisor

Pierce is an associate financial advisor for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. He is responsible for the research and preparation of investment proposals, portfolio rebalancing and construction of financial plans. He also assists in the creation and maintenance of client files and communications. Pierce previously worked in data analytics for a global payments consulting firm.

Education

  • B.B.A. Finance - University of Georgia

Certifications

  • Certified Financial Planner (CFP®)
  • Series 65 Licensed

Community Affiliations

  • Pensacola Young Professionals (PYP)
  • Community Foundation of Northwest Florida
  • Gulf Breeze United Methodist Church

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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