Deana Brown, CFP® CDFA®

About

As a fiduciary Deana created the independent Registered Investment Advisory Business Contemporary Financial Planning in 2021. With over 20 years in the investment and financial services industry, Deana and her team deliver an elegant yet contemporary wealth management experience including advanced financial planning, investment management and collaboration amongst the clients’ other team members such as to estate planning attorney’s and CPAs. In addition to serving high net worth clients, Deana specializes as an advocate for ultra-high net worth women who are about to or are going through the divorce process. Post-divorce, Deana crafts and implements a goal-based plan building the foundation for her financial independence.

While pursuing a bachelor’s degree in finance at the University of North Florida, Deana began her career pricing mutual funds for Merrill Lynch. After graduation in 1999, Deana was quickly promoted to the Offshore Mutual Funds Trading Team where she traded billions of dollars in funds all over the globe. With an ultimate goal of being a Certified Financial Planner™ professional, Deana joined Robert W Baird in 2000 and began working with individual clients and families through the planning and investing process. In 2002, Deana along with a partner, opened an independent firm, Ullmann Financial Group later renamed Ullmann Brown Wealth Advisors. Over those 17 years, the firm grew from approximately $25 million to over $530 million in client assets. In 2019 Deana joined Lakeview Capital Partners, establishing the LCP Jacksonville, Florida office.

Deana has held the designations of Certified Financial Planner™ practitioner, CFP® since 2005 and Certified Divorce Financial Analyst® professional, CDFA® since 2013. Deana spends her free time with her husband William and their two sons.