Security Financial Management, Inc. Employee Directory

Q: What is Security Financial Management, Inc. known for?

Security Financial Management, Inc. was founded in 1986. Security Financial Management, Inc. operates in the Financial Services industry.

Financial ServicesFlorida, United States11-50 Employees

Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years.

Voted The
Best of Winter Park - Financial Planning Firm
2023, 2022, 2021, 2020

Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler are the SmartVestor Pros who provide financial and investment advice to the Central Florida listeners of The Dave Ramsey Show, a nationally syndicated financial talk radio show.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org; www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. and Bluespring Wealth Partners LLC are affiliated with Kestra IS and Kestra AS.This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures: https://www.kestrafinancial.com/disclosures
FINRA BrokerCheck: https://brokercheck.finra.org/

Find Security Financial Management, Inc. employees' phone numbers or email addresses

Security Financial Management, Inc. Global Highlights

North America
63

United States Of America
63

Security Financial Management, Inc.'s Leadership

A. T.
Chief Operations Officer
Mobile Phone
Email
R. L.
President Of Marketing And Business Development
Mobile Phone
Email
D. A.
Founding Partner
Mobile Phone
Email
J. K.
Partner/ Private Wealth Management
Mobile Phone
Email
M. B. W. A.
Managing Partner
Mobile Phone
Email
F. L.
Managing Equity Partner
Mobile Phone
Email
H. W.
Owner
Mobile Phone
Email
C. W. A.
Director Of Operations
Mobile Phone
Email

Security Financial Management, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business Development
Accounting
Administrative
Analytics
Other

Contact profiles from Security Financial Management, Inc.

Name

Title

Contact Info

Location

Last Update

R. M.
Client Services Representative
Mobile Phone
Email
Oct 21, 2024
R. G.
Certified Financial Planner
Mobile Phone
Email
United StatesFlorida
Jul 07, 2024
S. W.
Financial Analyst
Mobile Phone
Email
United StatesVirginia
Oct 16, 2024
S. A.
Financial Planning Firm
Mobile Phone
Email
United StatesFlorida
Oct 18, 2024
A. S.
Administrative Assistant
Mobile Phone
Email
United StatesFlorida
Jan 15, 2026
E. S.
Advisor
Mobile Phone
Email
United StatesSouth Carolina
Jan 15, 2026
F. C.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Jan 15, 2026
B. M.
Administrative Assistant
Mobile Phone
Email
United StatesFlorida
Jan 15, 2026
C. S.
Internal Registered Rep
Mobile Phone
Email
United StatesFlorida
Jan 15, 2026
E. C.
Unit Field Trainer
Mobile Phone
Email
United StatesNorth Carolina
Jan 15, 2026

Frequently Asked Questions

What is Security Financial Management, Inc. known for?

Security Financial Management, Inc. was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 2420 South Lakemont Avenue Suite 120 Orlando, Florida 32814 United States; you can contact the main corporate office by phone at

+1-248-625-****

. Explore Security Financial Management, Inc.'s company overview page for more information.

What is Security Financial Management, Inc.'s most common email format?

Security Financial Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Security Financial Management, Inc. email formats with LeadIQ.

How many employees does Security Financial Management, Inc. have currently?

Security Financial Management, Inc. has approximately 36 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Security Financial Management, Inc.'s key employees and leadership?

As of February 2026, Security Financial Management, Inc.'s key employees include:

Chief Operations Officer: A. T.
President Of Marketing And Business Development: R. L.
Founding Partner: D. A.
Partner/ Private Wealth Management: J. K.
Managing Partner: M. B. W. A.

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