Christina Doss, Aams® Email and Phone Number
Christina is a Shareholder with Saltmarsh, Cleaveland & Gund CPA firm and is the Managing Director for Saltmarsh Financial Advisors, LLC. She works directly with clients on wealth management and retirement planning needs. Christina has more than 28 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.As Registered Representatives, Saltmarsh Financial Advisors adheres to the Fiduciary Standard which ensures we always put our clients' best interest first. We are fee-only advisors and do not sell products or participate in revenue sharing due to the inherent conflicts of interest. Saltmarsh Financial Advisors partners with one of the leading fund families in the world to provide low cost wealth management solutions, based on Nobel Prize recognized research.Professional Designations: Accredited Asset Management Specialist-AAMS® NASD Licenses: 24, 8, 7, 63, 66Life, Health and Variable Annuities LicensedCommunity Affiliations:West Florida Hospital Women's Advisory BoardEarly Learning Coalition-Commissioner Appointed Board MemberPensacola Symphony-Board MemberLeadership Florida-Class of XXXIVPensacola Impact 100-MemberPensacola Women's Alliance-Member UWF Executive Mentor Program-Mentor
Saltmarsh Financial Advisors, Llc
View- Website:
- saltmarshfa.com
- Employees:
- 7
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Shareholder And Managing DirectorSaltmarsh Financial Advisors, LlcPensacola, Fl, Us -
Shareholder & Managing DirectorSaltmarsh Financial Advisors, Llc Aug 2013 - PresentPensacola, Florida AreaShareholder, Saltmarsh, Cleaveland & Gund CPA firm and Practice Leader/Managing Director for Saltmarsh Financial Advisors, LLC responsible for business development and client wealth management. Saltmarsh Financial Advisors, LLC is an affiliate of Saltmarsh, Cleaveland & Gund. Established in 1944, Saltmarsh is a leader in the professional services industry with offices in Pensacola, Tampa, Orlando, Fort Walton Beach and Nashville. -
Managing DirectorSuntrust Bank Aug 2011 - Aug 2013Jacksonville, Florida AreaManaging Director of SunTrust Private Wealth Management for NFL region. -
Managing Director Private Wealth Management/City PresidentSuntrust Bank Apr 2009 - Jan 2012Promoted to managing director of private wealth management for the North Florida region. Work with client advisors, support specialists, trust administrators, personal financial advisors and line of business partners on all aspects of strategic growth of wealth management including investments, trust, financial planning, credit and deposits. Additionally, work closely with commercial line of business to support the personal wealth management needs of business owners. Continue to serve as city president for the Pensacola market. -
City President/Svp Private Wealth ManagementSuntrust Bank Jul 2007 - Apr 2009Appointed to City President in July, 2007. Responsible for public and community relations for SunTrust in the greater Pensacola market. Represent the firm on multiple civic and charitable boards. Responsible for communications and coordination of retail, commercial, real estate and finance, mortgage and private wealth management lines of business in the NW FL market.Carry additional responsibilities as the Regional Senior Vice President for SunTrust Private Wealth Management covering NW FL, NC FL and S AL. Manage three teams of client advisors and support personnel who provide comprehensive financial planning, investment and banking services to high networth clients. -
Svp Private Wealth ManagementSuntrust Bank May 2006 - Jul 2007Regional Senior Vice President for SunTrust Private Wealth Management covering NW FL and S AL. Manage three teams of client advisors and support personnel who provide comprehensive financial planning, investment and banking services to high networth clients. -
Sr Director - Private Client Advised Investing DivisionCharles Schwab 2003 - Apr 2006Enterprise leader for West Coast Investment Advisory Teams. Director of Investment Consultants, Representatives and Managers who partner in the relationship management and delivery of portfolio advice and goal planning as part of three distinct Schwab advice and relationship management offers. •Oversaw the development and sales results of 105 employees with a total combined practice of over $8B in assets and 11,000 client households across the Western Division. -
Sr Sales Director - Financial PlanningCharles Schwab 2001 - 2003Responsible for strategic development and growth of Schwabs Financial Planning services through direct execution by team of financial planners and development of new planning capabilities.Manager of national metro-market field planners serving national network of branches. Supervised both in-person and phone-based financial planning and client facing financial seminars on a national scale.Project Manager for development and integration of Employee Stock Options (Equity Compensation) Consultation into suite of planning services. Led design team of both internal and external strategic partners and consultants on development of strategies and principles of stock options planning and advice. -
Sales Training ManagerCharles Schwab 1999 - 2001Delivered training and sales support to the five regions of the Southeast and Florida geography.Development and execution of management and representative-level training in support of new company philosophy. Collaborated with regional VPs in a complex 3-phased rollout of products and approach relevant to new cultural philosophy, shifting company positioning from online broker to advice offering firm.Project Manager for Client Services Specialists (CSS) National Training. Managed team of trainers and compliance Managers in development of a formal CSS training program including trainer certification and delivery of training to over 230 branch Client Service Specialists. -
Vice President/Branch ManagerCharles Schwab 1995 - 1999Managed all aspects of business development, sales and daily operations of regional office representing $600MM in assets. Recruited, developed and managed performance of Investment Consultants in 3 locations-Pensacola, FL, Mobile, AL and Destin, FL. -
Registered Investment SpecialistCharles Schwab 1993 - 1995Established and maintained customer base, consistently generating highest number of new accounts, averaging 50% over standard, and achieving national recognition for achieving high net new asset numbers.
Christina Doss, Aams® Education Details
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Management -
University Of Missouri, ColumbiaBusiness
Frequently Asked Questions about Christina Doss, Aams®
What company does Christina Doss, Aams® work for?
Christina Doss, Aams® works for Saltmarsh Financial Advisors, Llc
What is Christina Doss, Aams®'s role at the current company?
Christina Doss, Aams®'s current role is Shareholder and Managing Director.
What schools did Christina Doss, Aams® attend?
Christina Doss, Aams® attended Golden Gate University, University Of Missouri, Columbia.
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