Rebecca Brown Schulter, CFP®, CPFA®
Financial Advisor-Partner
Rebecca Brown Schulter graduated with honors from New York University and began her career in New York City. A native Memphian, she is pleased to be back living and working in her hometown, and she joined UCL Financial Group in November 2014.
Rebecca holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Plan Fiduciary Advisor (CPFA) designations, along with her Series 7 and Series 66 securities registrations and insurance licenses in multiple states. She is a past President of both NAIFA Memphis and NAIFA Tennessee, and currently serves as Vice Chair of NAIFA's National Grassroots Committee. In 2021, she was named one of Advisor Today's 4 Under 40.
Rebecca enjoys helping her clients reach their financial goals while building meaningful relationships along the way. She works with both individuals and businesses, focusing on:
- Comprehensive financial planning
- Life and disability insurance
- Asset accumulation
- College funding
- Retirement planning
- Business succession planning
- Employee benefits
She is honored to partner with her father, C. Robert "Bob" Brown, to create customized strategies that help their clients protect their loved ones, build wealth, and leave a lasting legacy.
Rebecca and her husband, Drew, are the proud parents of their daughter, Elliott, and son, Kellan.