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Christina Doss, AAMS®Partner

Christina has more than 30 years of experience in the financial services industry. She is a Partner with Saltmarsh as well as a Managing Director with Saltmarsh Financial Advisors, LLC with a primary focus on investment management and financial planning. Her areas of expertise include holistic wealth management to include financial planning, asset management and collaborating with tax and estate planning partners on behalf of her clients. Ove the past decade, Christina led the growth and development of Saltmarsh Financial Advisors as the practice Managing Director.


Her background includes leadership roles in both regional and national firms, including serving as Pensacola City President and Managing Director of Private Wealth Management for SunTrust Bank’s North Florida Division. Prior to that, she spent 13 years with Charles Schwab in multiple leadership roles, to include managing the West Coast Private Client teams with over $8 billion in assets under management. Christina is passionate about helping clients achieve financial clarity and long-term success through personalized, goal-driven strategies.

Education

  • B.S. Management - Golden Gate University
  • College for Financial Planning - AAMS® Certified, CFP® Certification Programs

Certifications

  • Accredited Asset Management Specialist (AAMS®)
  • Series 63 & 66 Licensed
  • Previously NASD Series 24, 8 & 7 Licensed

Community Affiliations

  • University of West Florida College of Business - Executive Mentor
  • Junior League of Pensacola - 2023 Women in Business Award Recipient (Women's Empowerment Awards)
  • Leadership Florida Graduate - XXXIV
  • Pensacola Women's Alliance - Member
  • Pensacola Rotary Club - Member
  • West Florida Hospital Women's Advisory Board - Past Board Member
  • Early Learning Coalition - Commissioner Appointed Past Board Member
  • Pensacola Symphony - Past Executive Board Member and Finance Committee Chair
  • Covenant Hospice - Past Board Director and Foundation Member
  • Pensacola Vision 2015 - Past Cabinet Board Member
  • Pensacola Opera - Past Executive Board Member
  • Florida's Great Northwest - Past Board Member

Areas of Practice

Publications

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