Tamara Shumate Brown, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional LPL Financial
4890 W. Kennedy Blvd. Suite 320  
Tampa, Florida 33609


Email: tamara.brown@lpl.com

A graduate of Georgia State University in 1982 with a B.B.A. in Marketing, Tamara has been helping clients address their financial goals for over 30 years. She has been a resident of Tampa, Florida since 1985 working as an Investment Advisor for Dean Witter Reynolds from 1986 to 1991, receiving her CERTIFIED FINANCIAL PLANNER™ Professional in 1991. Her security registrations include the Series 7 and 63 held with LPL Financial; and she is licensed for Life, Health, Disability, and Long Term Care Insurance, as well as for Variable Annuity. She was employed at A.G. Edwards & Sons, Inc. as Vice President-Investments for 16 years when she established her own independent brokerage and advisory practice with LPL Financial in August 2007. As of August 2, 2018, Tamara serves $165 million in brokerage and advisory assets through LPL Financial. They are experienced in Trust Accounts, Corporate Accounts, Retirement Plans, College Education Accounts, Insurance Services, Individual Investment Accounts, and High Net Worth Accounts. She offers her experience in Comprehensive Financial Planning for clients’ interested in developing and working toward realizing various financial goals.

Tamara has been involved in voluntary community affairs throughout the 30 years she has lived in the Tampa area. She maintains many contacts from her experience in Leadership Tampa (1996). She has been a Board member of the Carrollwood Area Business Association (CABA) and, during a ten year involvement, a past President of the Tampa Breakfast Sertoma Club. She is a member and past board member of both the Tampa Bay Estate Planning Council and The Tampa Club. She devoted ten years to Easter Seals of Florida, Inc. as a board member, and served two years as President. She has served as past Chairman on the Board of Directors of HPC Healthcare, Inc., as past Chairman of the Executive Committee, and as a past member of the Investment Committee. She also served as past Vice-Chairman of the Board of Directors for LifePath Hospice and is a former member of the Board. She also maintains memberships in the LPGA Amateur Golf Association, Carrollwood Country Club, The Philanthropic Women of St. Joseph’s and Leadership Tampa Alumni Association.

In addition to her intense interest in golf, Tamara finds time to include boating, fishing, and gardening.

“As an independent advisor, I create customized investment strategies with the goal to help build and preserve my client’s wealth for their present and future needs. My dynamic total wealth management approach is designed to determine the optimal path to managing your assets. I am committed to helping my clients address and potentially exceed their financial goals.”

Katherine M. Pierce, AAMS®

Accredited Asset Management Specialist SM
Senior LPL Registered Sales Assistant

Email: katherine.pierce@lpl.com

Katherine is a vital component to our team. She has 29 years of experience in the financial industry. In 1987 she began her financial career in Buffalo, New York with Network 1 Financial, and became licensed as a Registered Representative in 1989. She then joined Cohig & Associates in Tampa, Florida in 1990. In 1995, she transferred to A.G. Edwards & Sons, where she worked eleven years, developing a successful professional relationship with Tamara and her clients. In August 2007, Katherine joined Tamara in independent practice with LPL Financial.

Katherine maintains the Series 7, 63 & 65 registrations through LPL Financial as well as the AAMS® designation from the College for Financial Planning. As an Accredited Asset Management Specialist she assists Tamara in identifying strategies for not only clients’ investments, but also in the areas of insurance, tax planning, retirement planning, and estate planning. She provides the financial advisor specialized assistance in retirement plan rollovers. She also assists Tamara in stock research, portfolio reviews and the replacement of called and redeemed securities. Katherine also handles the compliance processes of our practice. Her dedication and experience serves our practice well as she is well-versed in handling the many aspects of clients’ accounts and concerns. She has often said she regards our clients like family.

Katherine lives in Tampa, Florida with her husband Douglas.  Their two daughters Jessica and Emily are in attendance at the University of Central Florida and Florida State University respectively.  An advocate for community service, Katherine served Girl Scouts of West Central Florida for over nine years.  Katherine actively volunteered at Christ the King School while her daughters were in attendance, serving on the CKS Auction committee as a member, Silent Auction Co-Chair and later Silent Auction Chair. Katherine enjoys reading, photography, and spending time with her family and their many interests.

Scott R. Brown

Financial Planning Assistant
LPL Registered Sales Assistant

Email: s.brown@lpl.com

A graduate of the University of Florida in 1975 with a B.A. in Political Science & English, Scott has worked with Tamara over the past several years to help develop her independent advisory practice. As our Financial Planning Assistant, he attends to the financial data collection and operational details required in the marketing and preparation of our financial planning services. Well versed in WealthVision powered by e-Money, he helps Tamara transform clients’ information into the financial plans she presents to our clients. He maintains his Series 7 and 66 registrations through LPL Financial. As a LPL Registered Sales Assistant, he assists Tamara administratively with clients’ trades and their inquiries regarding their accounts. Scott maintains the State of Florida Insurance license for Life, Health, and Variable Annuity in order to assist Tamara with our clients’ life, long term care, and disability insurance needs. He also updates our company website with the most current and topical content. His ability to analyze and communicate complex information strengthens our team in promoting our services.

Prior to joining Tamara’s independent practice, Scott spent over 25 years in the metal sales services business, encompassing various aspects from warehousing and logistics to sales and export/import coordination. Scott is a member of the Tampa Breakfast Sertoma Club, where he met his future wife, Tamara. Born in Miami, he enjoys boating, fishing, and all things Florida.

Christina Y. Brown

Client Services Assistant

Email: christina.y.brown@lpl.com

Christina has been our Client Services Assistant for over six years.   She has over fifteen years of experience in the financial services industry.  Christina started with a local firm, and learned the industry from the ground up, as well as, the many different aspects of servicing clients and their families. She has an array of talents not limited to her administrative and general office experience.  She coordinates all of our correspondence for our client’s conference calls and meetings. She expertly assists Tamara in the document preparation and administration of our clients’ annuity policies. She manages the office workload and appointment calendar, monitors our on-task marketing calendar, as well as our CRM system.   She will most likely be the first voice you hear when you call our office. She takes great pride in helping our clients with their questions, handling their inquiries and service requests, including client online access to Account View. Christina also assists Tamara in coordinating marketing activities and preparing various financial reports.

Christina lives near the Dunedin Marina with her husband, Gregg, and their two sons, Hayden, Greyson and their dog, Padawan, who was adopted from the ASPCA. She enjoys spending time with her family including chasing around her sons and niece, reading, cooking, maintaining and developing her vegetable garden.

Christina also works closely with her local hospital by volunteering on the women’s floor helping women dealing with crisis situations. She was a former Parent Coordinator and was very involved with the non-profit organization Now I Lay Me Down To Sleep (NILMDTS).  She is also a former Den Leader with Boy Scouts of America for her oldest son.