Brent Ramsey is a 2nd generation Floridian who attended Oviedo High School and Tampa Technical College. He married his high school sweetheart, Lynne, and has 2 boys. He Joined SFM in early 2019 after previously being with Wells Fargo and Edward Jones since 2007.
Life experiences such as being a son, husband, father and grandfather, CEO/CFO of a medical device company in his 40's and the holding of a FINRA series 7, 66, Florida Life/Health licenses and working in the industry since 2007, gives him a well-rounded view and approach to wealth management.
Giving back to the community is very important to Brent. He is very involved with his church and serves on the board of the Seminole Co. Fellowship of Christian Athletes and as Character Coach for the Oviedo football team.
As Brent would say, “Anyone can go over your risk tolerance and timeline but what about tax efficient investing or legacy? What about business continuity or estate issues? Let's sit down and get to know each other and go over these and other financial goals you may have. I help clients and their families put together a plan and then accomplish these goals. Helping and making, sometimes very complicated financial concepts and issues simple, through a trusted fiduciary relationship. I am humbled by these relationships. ‘You came in looking for a planner and left with your very own CFO’ is one of Security Financial Management's slogans and I feel privileged to be part this firm.”