Gina Brewer Email & Phone Number

Memphis, Tn

Greater Memphis Area

Greater Memphis Area

Memphis, Tn

As a CERTIFIED FINANCIAL PLANNER™ professional, I strive to successfully lead clients in all areas of investment, retirement, and financial planning. By actively monitoring financial markets, specific investments in clients’ portfolios, and staying abreast of new investment strategies and investment vehicles, I’m able to take a holistic view of each client’s financial needs and goals, my efforts help ensure clients remain on track to reach their financial goals.My Certified Divorce Financial Analyst™ certification allows me to advise clients on complex financial issues related to the divorce process and post-divorce transition. I work directly with family law attorneys on the division of assets as well as the effect the division of assets has on the client post-divorce thereby providing some peace of mind during an otherwise tumultuous life event.

Memphis, Tn

As a participant in the Leadership Memphis Executive Program, I took part in a yearlong program focused on developing community awareness and leadership skills. I worked with my Leadership Memphis team to increase FAFSA completion and college enrollment at a public school in an underprivileged area. Throughout the year, the leadership training, collaboration with other team members, and work in the community allowed me to become better connected and effect meaningful, positive change both personally and professionally.

Upon joining Sovereign Wealth Management as an Operations Specialist, I prepared and processed custodial paperwork as well as acted as liaison between the firm’s clients and custodian. I executed trades, reconciled accounts, and performed other operational tasks as needed by the firm, advisers, and clients.Upon receiving my CERTIFIED FINANCIAL PLANNER™ designation, I began providing investment, retirement, and financial planning advice to clients. In addition, I created and implemented a new financial planning process as well as reconstructed the prospect-to-client experience for the entire firm.

My role as a Financial Services Representative at Regions bank provided me the opportunity to help customers and prospective customers choose the right banking product to meet their deposit and loan needs. I assisted with transactional requests as well as resolved customer issues and worked to increase customer retention and develop relationships with new customers.

Master Of Business Administration (M.B.A.), Business Administration And Management, General, 4.0

Bachelor Of Business Administration (B.B.A.), Finance, General, 3.83

Activities and Societies: Kappa Delta