Our People Learn about the talented people who make Saltmarsh so exceptional

Christina Doss, AAMS®Partner

Christina is a partner with experience across financial advisory and wealth management services. She began her career in the financial services industry over 30 years ago, focusing on client wealth management and financial planning. Her primary areas of experience include overseeing business development, financial planning, and wealth management services as the practice leader for the firm’s Financial Advisory Services practice and Managing Director of Saltmarsh Financial Advisors, LLC.


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 Corporation, where she led teams across the West Coast and managed over $8 billion in client assets. 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

Since 1944 Achieving Success by Contributing to the Success of Others