Deanna Brown, CDFA®
Deanna is a Co-Founder and Partner at Ullmann Brown Wealth Advisors with responsibility for creating and implementing the firm’s proprietary 6 Step Process called The 360° Financial Discipline Process. She works collaboratively with CPAs, attorneys and the other professionals in the best interest and outcome for her clients. Her passion is working closely with clients in the goal-setting and financial planning phases of their lives to help them achieve long-term success.
Deanna has over twenty years of experience in the financial industry ranging from consumer credit to investments and financial planning. Prior to co-founding Ullmann Brown, Deanna worked as a Financial Advisor for Robert W. Baird and Company. She also held positions at Merrill Lynch and GE Capital.
*Deanna has received many awards and distinctions during her career. In 2015, she was a Jacksonville Business Journal Money Master Honoree. In 2014, she was a national recipient of the National Association of Insurance and Financial Advisor “Four Under Forty” Award. She was also honored by NABCAP as an “Exemplary Advisor” for firm’s proprietary client education and customer service model.
Deanna is a board member for the Advisor Group Women's Advisory Board. Professional memberships include the National Association of Insurance and Financial Advisors, the Financial Planning Association, and the Estate Planning Council of Northeast Florida. She is a passionate supporter of the Jacksonville Children’s Chorus, a non-profit organization which provides a high-quality music education for children of diverse backgrounds in Northeast Florida. She is also a member and mentor of Women's Giving Alliance.
Deanna earned her BBS with an emphasis in Banking and Finance from the University of North Florida. She lives in Jacksonville with her husband and their two sons.
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. The Four Under Forty Award by National Association of Insurance and Financial Advisors (NAIFA) and Advisor Today is awarded by a panel of judges who evaluate candidates based on a demonstrated success in business, significant community involvement, commitment, visibility, diversity, and overall impact on the nation and/or region. The Premier Advisor award by Jacksonville Magazine/904 is based on criteria used by the NABCAP, which evaluates candidates on 20 categories of practice management. Characteristics of an advisory practice evaluated include but are not limited to: Years of experience, Credentials/Designations, Average AUM per client, Investment philosophy, Risk philosophy, U4/ADV status, and Customer service. Advisors are invited to participate by submitting an online questionnaire. No fee is paid to participate.