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Deanna
Brown

With almost 20 years in the investment and financial services industry, Deanna delivers an elegant yet contemporary wealth management experience.

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400+ Clients Around The World
1000+ Projects Completed
20+ Years of Experience
200+ Awards Received

About

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 ad 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.

The conference that everyone is waiting for 

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24th May – Day 1

Keynote Speech
Shane Thomas, CEO Hooli
The Perfect Pitch
Richard Hendricks, Pied Piper
Growth Hacking
John Doe, Google
Catered Lunch
Sponsored by Habennaro
First 100 Customers
Joe Doe, Adobe
Getting Funded
James, Angel VC
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25th May – Day 2

Keynote Speech
Gavin Belson, VP Hooli
Marketing & Advertising
Bruce Wayne, Wayne Enterprises
UI & UX
Alan Wilson, Adobe
Catered Lunch
Sponsored by Hooli
Hiring the right people
Rich, HR Yahoo
Beating Competition
John Doe, CMO Airbnb
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Sponsors

The generosity of these companies that have made this event happen. A big round of applause

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Where ?

Madison Square Garden
Times Square, Manhatten
New York

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Pricing

We have got two options. The after party comes with drinks and is a great networking opportunity

DAY

$99

Same day appointments

Digital Document Storage

Phone Consultations

Full body health checkup

Diet and Nutrition consultation

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DAY + AFTER PARTY

$199

Same day appointments

Digital Document Storage

Phone Consultations

Full body health checkup

Diet and Nutrition consultation

Get this plan
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One of the best decisions I have made in my life was to attend this conference. I got to interact with some of the best minds in the industry and gained valuable insights. I was also able to pitch my business to VC’s and we got our seed funding from here. The rest is history. 

Founder, Pied piper

FAQ’s

Get prompt responses from a friendly, professional and knowledgable support team.

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Deanna in the media

4651 Salisbury Road Suite 130 Jacksonville, Florida 32256, United States


Disclosure

This information does not constitute investment, legal or tax advice and should not be used as a substitute for the advice of a professional legal or tax advisor.  Any tax statements contained are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, herein state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor.  Lakeview and its directors, officers, agents and employees are not permitted to render tax or legal advice. LCP is a registered investment adviser. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224 or by emailing info@lcpwealth.com

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