Deana Brown
CFP® CDFA®
CONTACT
4651 Salisbury Rd., Suite 130
Jacksonville, FL 32256
904.217.6377
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
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Financial Advisor • Robert W. Baird
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Offshore Mutual Fund Trader • Merrill Lynch
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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