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Deana Brown

Deana Brown
CFP® CDFA®

CONTACT

 

4651 Salisbury Rd., Suite 130

Jacksonville, FL 32256

 

44B Blue Ridge Street
Blairsville, GA 30512

 

904.217.6377

deana@contemporaryfp.com

www.contemporaryfp.com

www.bagladydivorce.com

 

LEADERSHIP

 

Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce.

 

Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management.  BagLady Divorce is a platform devoted to educating women about divorce and money.

 

COMMUNICATION

 

As part of the divorce team Deana collaborates closely with family law attorneys to provide advanced financial planning support to women of ultra-high net worth.

EXPERIENCE

 

Fall 2021 – Present

Wealth Advisor and Certified Financial Planner™ Practitioner • Founder • Contemporary Financial Planning

 

Fall 2019 – Present

Certified Divorce Financial Analyst® • Founder • BagLady Divorce

 

Fall 2002 – Fall 2019

Wealth Advisor • Co-Founder • Ullmann Brown Wealth Advisors

 

Pre 2002

  • Financial Advisor • Robert W. Baird

  • Offshore Mutual Fund Trader • Merrill Lynch

  • Mutual Fund Pricing Associate • Merrill Lynch

 

EDUCATION & CERTIFICATIONS

 

ADVANCED COLLABORATIVE DIVORCE TRAINING, 2023

 

COLLABORATIVE FINANCIAL NEUTRAL, 2020

 

CERTIFIED DIVORCE FINANCIAL ANALYST®, 2013

 

CERTIFIED FINANCIAL PLANNER™ PRACTITIONER, 2005

 

UNIVERSITY OF NORTH FLORIDA, B.A. IN FINANCE, 1999

DIVORCE FINANCIAL PLANNER TRAINING CENTER - SECRETS OF MASTERY, YEAR END PLANNING, LIVING YOUR BEST YEAR EVER PART 1, EXPERT WITNESS TESTIMONY, 2024

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