Experience

Saltmarsh Financial Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Shareholder & Managing Director

  • Aug 2013 - Present

  Pensacola, Florida Area Shareholder, 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.



SunTrust Bank

• United States
• Financial Services

• Managing Director

  • Aug 2011 - Aug 2013

  Jacksonville, Florida Area Managing Director of SunTrust Private Wealth Management for NFL region.

• Managing Director Private Wealth Management/City President

  • Apr 2009 - Jan 2012

  Promoted 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… Show more Promoted 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 Management

  • Jul 2007 - Apr 2009

  Appointed 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… Show more Appointed 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 Management

  • May 2006 - Jul 2007

  Regional 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.



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Sr Director - Private Client Advised Investing Division

  • 2003 - Apr 2006

  Enterprise 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 Planning

  • 2001 - 2003

  Responsible for strategic development and growth of Schwab’s 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… Show more Responsible for strategic development and growth of Schwab’s 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 Manager

  • 1999 - 2001

  Delivered 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… Show more Delivered 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 Manager

  • 1995 - 1999

  Managed 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 Specialist

  • 1993 - 1995

  Established 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.