2420 South Lakemont Avenue
This Journey began on the East Coast of Florida in 1974 when David Allen and Frank Lovaglio were childhood friends who loved the ocean and any competitive basketball game being played in Melbourne Beach. This bond lasted through college and both shared the dream to work in the financial industry.
Their careers started in 1983 working for a fortune 100 financial giant. After a few years, they could better serve their clients and develop closer relationships by establishing an independent financial planning firm, known as Security Financial Management.
This independence combined with more than two decades of experience have equipped their firm to provide valuable wealth management services during the largest wealth transfer in our country’s history. These wealth management services include managing client’s investment portfolios and guiding the client through the estate-planning process. “Between the baby boomers starting to retire and parents transferring wealth to the next generation" Lovaglio says, " Their need for sound advice is extremely important."
Now with two Central Florida locations in Orange and Brevard counties, Security Financial Management is positioned to grow with its high net worth clientele. The firm has grown to manage over half of a billion in clients assets. In addition to the growth of Security Financial Management, Michael Allen, David Allen’s brother has become manager of our Melbourne location and a very highly recommended Certified Financial Planner™.
David Allen said that having an independent firm has allowed him to get involved in the most important aspect of his clients’ financial lives, while working closely with their CPAs, lawyers and family members.
All three gentlemen, David, Frank and Michael consider it rewarding to provide their clients with the ability to focus in the other concerns in life, such as family, career or retirement, knowing that clients’ assets will be carefully and professionally managed. Security Financial Management was recently included among Orlando Business Journal’s top 10 financial planning firms in Central Florida. The Allen brothers and Mr. Lovaglio are financial planners who provide financial and investment advice to Central Florida listeners of the nationally syndicated Dave Ramsey television and radio financial talk show.
Together all members of the firm blend their educational background, experience and accomplishments to provide well-rounded management to address the financial needs and concerns to each and every client.
David, Frank, and Michael are Investment Advisor Representatives, Investment Advisors, A Division of Pro-Equities Inc., A Registered Investment Advisor and A Registered Broker/Dealer, Member FINRA/SIPC. Security Financial Management is independent of Pro-Equities, Inc.
Security Financial Management, Inc. and Pro-Equities, Inc. are independent of the Dave Ramsey Financial Television and Talk Radio Show.