Broker Check
Tamara Shumate Brown, CFP®

Tamara Shumate Brown, CFP®

Financial Advisor

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 34 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 PLANNERTM 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 Annuities. 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. Tamara and her team manage brokerage and advisory assets through LPL Financial. They are experienced in Trust Accounts, Retirement Accounts, 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 the Tampa Bay Estate Planning Council. 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 maintains memberships in The Philanthropic Women of St. Joseph’s, Hospice Women of Philanthropy, Leadership Tampa Alumni, LPGA Amateur Golf Association, and Carrollwood Country Club.

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 seeks to determine the optimal path to managing your assets. I am committed to helping my clients address and potentially exceed their financial goals.”