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Justin Tate Joins Saltmarsh Financial AdvisorsExpanding Investment Advisory Offering to Destin & Fort Walton Beach

9/13/2019 - By Jayme Terrell

Saltmarsh Financial Advisors LLC is proud to announce that financial services and banking industry veteran Justin T. Tate Sr. has joined the Fort Walton Beach office as an investment advisor. 

Justin has more than 15 years of experience in the financial services industry with previous firms, primarily serving clients in Okaloosa, Walton and Bay Counties.

“We are thrilled Justin has joined Saltmarsh Financial Advisors as he brings a wealth of industry knowledge and experience to the team. Justin’s strong values and client-focused approach are a perfect fit for the Saltmarsh philosophy,” commented Christina Doss, shareholder in charge of Saltmarsh, Cleaveland & Gund’s Investment Advisory practice and also managing director of Saltmarsh Financial Advisors, LLC.  “Additionally, Justin is a lifelong resident of Destin/Ft. Walton and actively engaged in his community. He has a passion for civic leadership and giving back, and has successfully leveraged his financial expertise to benefit organizations across the Destin/Ft. Walton beach market.”

“Justin will add significant bench strength to our Fort Walton regional team. His appointment is another example of our intention to expand our professional presence in that region as we execute our firm-wide strategic growth objectives,” added Lee Bell, CPA, president of Saltmarsh Cleaveland & Gund, CPA-led affiliate of Saltmarsh Financial Advisors. 

Some highlights of Justin’s professional financial services career include advising high net-worth individuals and institutional clients with regard to investment opportunities, risk analysis, and monetary returns; serving as Vice President Private Wealth/Capital Markets, collaborating with Portfolio Management Group (PMG) and Asset Allocation Committee to build well diversified portfolios of high quality securities; and experience as Vice President/Corporate Middle-Market, Market Leader and key consultant within Okaloosa, Walton and Bay Counties where he developed and implemented strategic and tactical plans to provide a full range of services to clients and prospects while overseeing key client relationships.

Justin is a graduate of the School of Banking at Louisiana State University in Baton Rouge and holds the B.A. in Communications/Marketing from the University of West Florida in Pensacola. 

The experienced team of fiduciaries at Saltmarsh Financial Advisors, LLC 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 click here or call (800) 477-7458. 

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 click here or call (800) 477-7458.

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