With almost 20 years in the investment and financial services industry, Deanna delivers an elegant yet contemporary wealth management experience.
Deanna joined Lakeview in 2019, establishing the LCP Jacksonville, Florida office. With almost 20 years in the investment and financial services industry, Deanna delivers an elegant yet contemporary wealth management experience including advanced financial planning, investment management and collaboration amongst the clients’ other team members including but not limited to estate planning attorneys and CPAs. In addition to serving high net worth clients, Deanna specializes as an advocate for ultra high net worth women whom are about to or are going through the divorce process. Post divorce, Deanna 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, Deanna began her career pricing mutual funds for Merrill Lynch. After graduation in 1999, Deanna 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, Deanna joined Robert W Baird in 2000 and began working with individual clients and families through the planning and investing process. In 2002, Deanna 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.
Deanna has held the designations of Certified Financial Planner™ practitioner, CFP® since 2005 and Certified Divorce Financial Analyst® professional, CDFA® since 2013. When Deanna is not spending time with her husband William and their two sons, she’s volunteering her time on local nonprofit boards.
Investment Management is driven by YOUR financial plan including asset allocation.
Deanna is a fee-based advisor and manages assets through Schwab or Fidelity.
She does not have any proprietary products.
SRI, Socially Responsible Investments are available.
Deanna will customize a financial plan just for YOU around your goals. This includes
Deanna will work collaboratively with your current Dream Team, CPA and Attorney, or help you build a new Dream Team.
With a team approach, Deanna will work for you and with your family law attorney.
We will plan your best, middle and worst-case scenarios for asset division and future cash flow needs.
Post-divorce is the time to rebuild and create your own future through our Financial Planning and Investment Management processes.
LIVE on The Jim Bohannon Show: Deanna Brown, Financial Planner, Wealth Advisor and Managing Director at Lakeview Capital
Ken Broo: Starts at 1:11:24