Christina Doss
Shareholder & Managing Director at Saltmarsh Financial Advisors, LLC | Pensacola, Florida, United States
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Christina Doss serves as a Shareholder and Managing Director at Saltmarsh Financial Advisors, LLC, where she leverages her extensive 28 years of experience in the financial services and wealth management industry to drive business development and enhance client relationships. In her role, Christina is dedicated to providing tailored wealth management and retirement planning solutions, ensuring that clients receive comprehensive strategies that align with their financial goals. Her expertise encompasses a broad spectrum of financial planning, asset management, and investment banking, allowing her to navigate complex financial landscapes with ease.
At Saltmarsh Financial Advisors, LLC, an affiliate of the esteemed Saltmarsh, Cleaveland & Gund CPA firm, Christina leads key projects that focus on integrating innovative financial strategies with traditional wealth management practices. Her strategic planning skills are instrumental in developing customized investment portfolios that not only meet but exceed client expectations. Christina's commitment to excellence is reflected in her hands-on approach to client interactions, where she emphasizes education and transparency, empowering clients to make informed financial decisions.
In addition to her client-facing responsibilities, Christina is actively involved in training and mentoring emerging professionals within the firm, fostering a culture of continuous learning and development. Her proficiency in sales management and mortgage lending further enhances her ability to deliver comprehensive financial solutions. As a thought leader in the industry, Christina remains dedicated to staying ahead of market trends, ensuring that Saltmarsh Financial Advisors continues to be a trusted partner for clients seeking to secure their financial futures.
Shareholder & Managing Director at Saltmarsh Financial Advisors, LLC in August 2013 to Present
Managing Director at SunTrust Bank in August 2011 to August 2013
Managing Director Private Wealth Management/City President at SunTrust Bank in April 2009 to January 2012
City President/SVP Private Wealth Management at SunTrust Bank in July 2007 to April 2009
SVP Private Wealth Management at SunTrust Bank in May 2006 to July 2007
Sr Director - Private Client Advised Investing Division at Charles Schwab in January 2003 to April 2006
Sr Sales Director - Financial Planning at Charles Schwab in January 2001 to January 2003
Sales Training Manager at Charles Schwab in January 1999 to January 2001
Vice President/Branch Manager at Charles Schwab in January 1995 to January 1999
Registered Investment Specialist at Charles Schwab in January 1993 to January 1995
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Portfolio Management
Investments
Business Development
Wealth Management
Leadership
Financial Services
Loans
Risk Management
Management
Project Management
Sales Management
Credit
Banking
Relationship Management
Strategic Financial Planning
Strategy
Retirement Planning
Mutual Funds
Series 7
Equities
Strategic Planning
Budgets
Mortgage Lending
Investment Advisory
Asset Managment
Investment Banking
Financial Advisory
Securities
Consumer Lending
Credit Risk
Coaching
Insurance
Recruiting
Cross-functional Team Leadership
Team Leadership
Talent Management
Wealth Management Services
Integration
Human Resources
Sales Operations
New Business Development
Training
Project Planning
Business Strategy
Finance
Asset Management
Mergers & Acquisitions
Financial Planning
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Discover more about Saltmarsh Financial Advisors, LLCWhat is Christina Doss email address?
Email Christina Doss at [email protected] and [email protected]. This email is the most updated Christina Doss email found in 2026.
What is Christina Doss phone number?
Christina Doss phone number is +18502325242 and +14196834222.
How to contact Christina Doss?
To contact Christina Doss send an email to [email protected] or [email protected]. If you want to call Christina Doss try calling on +18502325242 and +14196834222. (updated on September 13, 2024)
What company does Christina Doss work for?
Christina Doss works for Saltmarsh Financial Advisors, LLC
What is Christina Doss's role at Saltmarsh Financial Advisors, LLC?
Christina Doss is Shareholder & Managing Director
What industry does Christina Doss work in?
Christina Doss works in the Financial Services industry.
Christina Doss Email Addresses
Christina Doss Phone Numbers
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