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Pierce Broscious, CFP®Associate Financial Advisor

Pierce is an associate financial advisor and Certified Financial Planner™ practitioner for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. Pierce works with clients to develop comprehensive financial plans, conduct in-depth portfolio analysis, and provides investment recommendations tailored to clients’ unique risk tolerances and needs. His areas of expertise include investment and retirement planning, and he proudly partners with Saltmarsh’s CPA tax advisors for coordinated estate and tax planning.

Pierce joined Saltmarsh in 2018 after graduating from the University of Georgia with a BBA in Finance. He is an active contributor to the firm’s financial education initiatives through blog posts and webinars and is an emerging leader in Saltmarsh’s firm-wide Growth & Development efforts, having received recognition for his contributions.

Pierce is a native of Pensacola, FL, where he pursues his passion for offshore fishing and boating.

Education

  • B.B.A. Finance - University of Georgia

Certifications

  • Certified Financial Planner (CFP®)
  • Series 65 Licensed

Community Affiliations

  • Community Foundation of Northwest Florida - Board of Directors
  • Estate Planning Council of Northwest Florida - Board Member
  • Legal Services of North Florida - Financial Oversight Committee Member
  • Pensacola Young Professionals (PYP) - Member
  • Gulf Breeze United Methodist Church

Areas of Practice

Publications