Broker Check
Frank Lovaglio, RFC®

Frank Lovaglio, RFC®

Managing Partner/Financial Advisor

Frank is a founding partner of Security Financial Management. He served as a member on the Advisory Board of Concourse, Inc. He is an active member of the Financial Services Institute (FSI) and the Winter Park Chamber of Commerce.

Frank graduated in 1984 with a Finance degree from Eckerd College, where he also served as captain of the basketball team. Upon graduation Frank accepted a position with "The Travelers" in the Financial Services Department. After three years, he began his career as a financial advisor and co-founded Security Financial Management, Inc..

Along with his wife Liz, Frank has resided in Winter Park for over 30 years where they have raised four successful children. Frank is an active member of First United Methodist Church of Winter Park since 1986.

He holds the Series 65, Series 63, Series 7, life, health, and variable annuity licenses.