Saltmarsh Cleaveland & Gund Admits Doss Shareholder, Leader of Saltmarsh Financial Advisors

Christina Doss

Christina Doss

Pensacola, Fla.-based Saltmarsh Cleaveland & Gund (FY17 net revenue of $18.5 million) has admitted Christina Doss as shareholder. Additionally, as managing director, Doss will assume the leadership role of the firm’s investment management affiliate, Saltmarsh Financial Advisors LLC.

With more than 25 years of professional leadership and executive experience in the financial services and wealth management industry, Doss is responsible for client wealth management, financial planning and practice growth for Saltmarsh Financial Advisors LLC.

“We are thrilled to welcome Christina into our shareholder group,” says Lee Bell, president of Saltmarsh Cleaveland & Gund. “Her well-deserved appointment is a key step forward in our strategic plan for the continued growth and prosperity of Saltmarsh Financial Advisors. She succeeds Gregg Noble who has led this practice through many years of successful expansion and team growth.”

Prior to joining Saltmarsh in 2013, Doss was 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.