InsightsPosts By Category
Saltmarsh Financial Advisors Hosts Client Appreciation Night at the Ballpark in Pensacola
5/26/2026
Saltmarsh Financial Advisors recently hosted our annual client appreciation Night at the Ballpark in Pensacola, bringing together clients, friends, and team members for an evening of baseball, connection, and community.
Saltmarsh Receives National Recognition for Integrated Branding Program
5/21/2026
Saltmarsh, a leading full-service accounting and advisory firm in the Southeast, is proud to announce it has been recognized in the 2026 Marketing Achievement Awards presented by the Association for Accounting Marketing (AAM).
Summer Outreach Heats UpABC BUILDERcon & Supporting Women in Construction
5/21/2026
This month, our team participated in several Associated Builders and Contractors (ABC) events throughout the state, reinforcing our dedication to supporting the construction industry through advisory, accounting, and outsourced services.
Saltmarsh Hosts Accounting & Finance Studentsfor Beacon Summer Leadership Experience
5/20/2026
This month, we were proud to welcome 20 accounting & finance students into our offices for our annual Beacon Summer Leadership Program, an immersive, hands-on experience designed to introduce the next generation of professionals to life inside public accounting.
Saltmarsh CEO Lee Bell Named to Forbes Best-In-State CPAs List
5/13/2026
We are proud to announce that our CEO, Lee Bell, has been recognized on the 2026 Forbes Best-In-State CPAs list.
Saltmarsh Financial Advisors Welcomes Jeff CrouseGrowing Impact Across Central Florida Markets
3/11/2026
We are excited to share that Jeff Crouse, CFP® has joined Saltmarsh Financial Advisors as a Financial Advisor. As a Financial Advisor, Jeff will work with individuals, families, and business owners to provide comprehensive wealth management, including retirement planning, estate planning, investment management, risk management, and business and succession planning.
Saltmarsh Expands Executive Team with Mercedes Flowers as Chief Growth Officer
2/10/2026
We are excited to share that Mercedes Flowers has joined the firm as Chief Growth Officer. As Chief Growth Officer, Mercedes is responsible for driving the firm’s growth strategy, including client acquisition, market expansion, and go-to-market alignment.
Celebrating Growth: Congratulations to Our Newly Promoted Team Members
1/9/2026
We’re proud to celebrate our newly promoted team members whose achievements reflect a shared commitment to growth, teamwork, and exceptional client service. Join us in congratulating the professionals helping shape the future of Saltmarsh.
Whole Company Alignment 2025A Milestone Moment
12/22/2025
A look back at Saltmarsh’s first-ever Whole Company Alignment and the values that unite us.
Saltmarsh Leader Suzanne Bach Joins ABC Florida Gulf Coast Board
12/15/2025
Saltmarsh partner Suzanne Bach, CPA, CIT, joins the ABC Florida Gulf Coast Board to champion leadership, mentorship, and industry growth in Tampa Bay.
Celebrating 20 Years of BankTalkSaltmarsh's Community Banking Events
9/10/2025
This week, we were thrilled to welcome over 80 bankers from 33 institutions to the University Club of Tampa for our 20th annual Saltmarsh BankTalk—a milestone event that brought together community banking leaders, industry experts, and trusted partners for one and a half days of learning, networking, and forward-looking discussions.
Inside Saltmarsh's Level UpHow We Delivered Big Results This Summer
9/4/2025
Discover how Saltmarsh teams embraced growth, creativity, and collaboration during the Level Up summer challenge. From elevator pitches to tiny habits, a bold rebrand, and helping our clients grow.
Celebrating Excellence in Financial Institutions Consulting
8/27/2025
Saltmarsh’s Financial Institutions Consulting team is celebrating two major milestones: Vanessa Feely earned her CFIRS designation, and Angel Roberts achieved her CRCM certification. These accomplishments highlight the team’s deep expertise and ongoing commitment to excellence in serving financial institutions.
Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm
8/1/2025
Saltmarsh Financial Advisors, LLC, is honored to be recognized by Accounting Today as one of the nation’s top firms by total assets under management (AUM) for the fifth year in a row. As an independent fiduciary, Saltmarsh Financial Advisors provides personalized guidance on investing, retirement, and estate planning while leveraging its team’s collective expertise to manage tax-efficient portfolios and help clients navigate an ever-changing market.
BankChat 2025: Saltmarsh Financial Institutions Takes NashvilleCommunity Bank Risk Professionals Training Event Highlights
5/2/2025
Our annual community bank event, BankChat 2025, in Nashville, brought together over 100 community bank risk professionals and subject matter experts to explore the latest industry challenges and opportunities. From navigating regulatory changes to embracing technology and innovation, this year's BankChat was a must-attend event!
What's Happening at SaltmarshCelebrating March's Milestones and Exciting Events!
3/24/2025
As we wrap up a busy March and move through the excitement of busy season, let's take a moment to celebrate recent achievements both within and outside our firm. These accomplishments showcase the hard work and dedication of our teams.
Saltmarsh Strenghthens Fair Lending Serviceswith Lorraine Faust's Addition to Financial Institutions Consulting Group
2/13/2025
We're excited to welcome Lorraine Faust, CRCM as the Director of Fair lending/Fair & Responsible Banking in the firm's Financial Institution Consulting Group!
Saltmarsh Announces Internal Promotions of 2025!
1/2/2025
We’re proud to announce the following internal promotions as of January 1, 2025!
Stacey Craig & Cristine Torrefranca Graduate From ConvergenceCoaching's 'Transformational Leadership Program'
12/19/2024
We are thrilled to share that director Stacey Craig, CPA, and senior manager, Cristine Torrefranca, CPA, have successfully graduated from ConvergenceCoaching’s 2023-2024 Fall Transformational Leadership Program™ (TLP).
Michael C. Hall Joins Saltmarsh Financial Advisors
10/7/2024
We're excited to welcome Michael C. Hall, CFP as a director at Saltmarsh Financial Advisors, LLC.
Ready to Level Up!? Our 2024 Summer Growth Challenge Recap
8/19/2024
Your Saltmarsh Family spent the summer flexing our ‘business development muscles’ during the firm’s annual Level Up competition! The entire firm split into twelve teams and went head-to-head competing for a spot on the coveted Level Up podium.
Saltmarsh Featured Among 2024 Best Firms to Work For
8/8/2024
As one of the largest CPA-led business advisory firms in the southeast, Saltmarsh is known for its ‘one-firm’ people-focused workplace that prioritizes professional development, culture and work-life balance. Because of that, we have been named one of Accounting Today’s 2024 Best Firms to Work For!
Saltmarsh Announces Internal Promotions 2024
7/12/2024
We're proud to announce the following internal promotions as of July 1, 2024!
Staying Busy During Summer: Saltmarsh June Highlights
7/10/2024
With busy season in the rearview mirror, June has been a vibrant and engaging month for the Saltmarsh team! Keep reading to see how we have been spending our summer…
Beacon Summer Leadership Program 2024
6/3/2024
In May, we hosted our annual Beacon Summer Leadership series, a unique program designed for accounting students to experience what a career in public accounting is like. Now in its 8th year, Beacon attracted more than 30 students representing universities throughout the southeast for two days of leadership training and team building in our Pensacola and Tampa offices.
Past Posts By Category
- Saltmarsh Financial Advisors Hosts Client Appreciation Night at the Ballpark in Pensacola
- Saltmarsh Receives National Recognition for Integrated Branding Program
- Summer Outreach Heats Up
- Saltmarsh Hosts Accounting & Finance Students
- Saltmarsh CEO Lee Bell Named to Forbes Best-In-State CPAs List
- Saltmarsh Financial Advisors Welcomes Jeff Crouse
- Saltmarsh Expands Executive Team with Mercedes Flowers as Chief Growth Officer
- Celebrating Growth: Congratulations to Our Newly Promoted Team Members
- Whole Company Alignment 2025
- Saltmarsh Leader Suzanne Bach Joins ABC Florida Gulf Coast Board
- Celebrating 20 Years of BankTalk
- Inside Saltmarsh's Level Up
- Celebrating Excellence in Financial Institutions Consulting
- Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm
- BankChat 2025: Saltmarsh Financial Institutions Takes Nashville
- What's Happening at Saltmarsh
- Saltmarsh Strenghthens Fair Lending Services
- Saltmarsh Announces Internal Promotions of 2025!
- Stacey Craig & Cristine Torrefranca Graduate From ConvergenceCoaching's 'Transformational Leadership Program'
- Michael C. Hall Joins Saltmarsh Financial Advisors
- Ready to Level Up!? Our 2024 Summer Growth Challenge Recap
- Saltmarsh Featured Among 2024 Best Firms to Work For
- Saltmarsh Announces Internal Promotions 2024
- Staying Busy During Summer: Saltmarsh June Highlights
- Beacon Summer Leadership Program 2024
- View All Posts
