Principal Rita Brown
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Rita O. Brown

principal

contact

P (334) 240-3665

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Office location

Montgomery (Corporate) Office

Rita Brown specializes in estate planning, wealth transfer and gifting strategies. Brown’s more than 30 years of experience assist her in the development of tax efficient wealth transfer plans that meet an individual’s goals.

A dedicated estate planning professional, Brown is a member of the Montgomery Estate Planning Council. She has received designation as an Accredited Estate Planner through the National Association of Estate Planners and Councils. She remains current and supports her expertise through research and area-specific professional continuing education courses.

Brown has served on the boards of the Autauga Education Foundation and the Autauga Area Community Foundation. She currently serves as Treasurer of the Central Alabama Community Foundation, has been a member of the River Region United Way’s Budget & Allocation committee and is an active member of the Prattville First United Methodist Church.

Brown is a graduate of Auburn University and holds professional membership in the American Institute of Certified Public Accountants and Alabama Society of Certified Public Accountants.