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Kathy Davis, CPA, AEPManager

Phone: (800) 477-7458
Email: kathy.davis@saltmarshadvisors.com
Resume: Download

Kathy is a Manager with experience across the tax and advisory services at Saltmarsh. With more than 10 years of experience serving high-net-worth individuals with a focus on estate, trust, and tax planning. Kathy brings deep expertise in helping clients navigate complex tax matters and implement strategies that support long-term financial and legacy goals.

Prior to joining Saltmarsh, she held leadership roles where she built extensive experience in estates and trusts, individual tax planning, and advisory services for closely held businesses and families. Known for a thoughtful, client-centered approach, Kathy is committed to delivering practical solutions that align financial planning with each client’s broader objectives.

Education

B.S.B.A Accounting - University of West Florida
B.A. Psychology - Texas Tech University

Certifications

Accredited Estate Planner
Certified Public Accountant

Professional Affiliations

National Association of Estate Planners & Council North West Florida Chapter
Leadership Pensacola (LeaP) - Class of 2020

Areas of Practice

Since 1944 Achieving Success by Contributing to the Success of Others

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info@saltmarshadvisors.com
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Saltmarsh is the brand name under which Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund provide professional services. Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Saltmarsh CPAs, Inc. is a licensed independent CPA firm that provides attest services to its clients. Saltmarsh, Cleaveland & Gund and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the Saltmarsh brand are independently owned and are not liable for the services provided by any other entity providing the services under the Saltmarsh brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund.