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Company Profile and Owners information
Financial
Security is committed to providing its clients with personalized, comprehensive
financial planning and wealth management services. Our objective is
to increase our clients' wealth while minimizing their risk and tax
burdens.
Financial
Security offers its clients a full range of financial planning and
wealth management services. We have expertise and experience in all
aspects of investment management,
insurance and estate planning.
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Partners:
Reginald C. Corinaldi,
CFP®, MBA
President - Financial Security Mgmt.
Financial & Operations Principal
- Board member of Cape Henry Collegiate
School and chair
of the Investment Committee
- Board member of William T. Mercer Foundation
- Advisory Board member of Gateway Bank
- Board member of Yes Inc.
- Board member of NCP credit union
- Board member of the Planning Council
(past Chairman)
- Alexis de Tocqueville Society of the
United Way (cabinet member)
- Chair of the African – American
Leadership Giving Initiative
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Reggie has been a Certified Financial Planner ® for
nearly 20 years. He has been recognized by the Paladin
Registry of Financial Advisors as a 5 star advisor,
their highest rating. He helps design and implement
wealth accumulation, management and distribution strategies
for business owners and individuals. His career in
this industry started with a 5 year stint at Philip
Morris Inc. in New York where he was a financial analyst,
organization planner and employee benefit specialist.
He left Philip Morris to join the Costello Group in
New York as a financial planner. In that position he
specialized in providing solutions to the financial
issues facing business owners particularly those in
the medical field.
Reggie moved to Virginia in 1984 and began working
with physicians in practice in the Hampton Roads
area. He has been a partner with two financial companies
and became a founding partner with Financial Security
Companies. He serves as president of Financial Security
Management, Inc., a FINRA member firm.
Reggie provides advice to hundreds of families in
Hampton Roads and has led seminars and workshops
at Howard University Dental School, Chesapeake General
Hospital, Virginia Power, Norfolk State University,
Eastern Virginia Medical School, Virginia Beach General
Hospital among other small and large organizations.
Reggie is married to Dr. Angela Mercer and has three
children.
Email Reginald
or call (757)431-1414 / (800)965-3172
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Charles
Jenks, CFP,
ChFC, CASL
Senior Vice President
Registered Principal
Charles has been involved in the financial services
for twenty years. He holds a BS and MS in Business
and has earned Both the Certified Financial Planning
and the Chartered Financial Consultant credentials
and has also completed the Chartered Advisor for
Senior
Living credential (CASL). His career has been dedicated
to furnishing a full range of professional services.
He assists his clients to "maximize their wealth
potential" and to "minimize their tax burdens".
Charles specializes in protecting the "nest
egg" wealth of our senior citizens. He designs
and implements long-term health care plans integrated
with estate planning to protect family assets.
Charles enjoys helping retirees take control of
their hard-earned investment plan assets to provide
income and growth for their successful retirement.
Helping young families with college planning; risk
management; wealth accumulation; and overall financial
success are primary goals of our Senior Vice President.
Charles is a Vice President of our three companies:
Financial Security Group/Management/Advisory and
a member of our Financial Security Advisory Investment
Committee. He manages our Peninsula offices located
in The Oyster Point Industrial Park in Newport News,
Virginia.
Charles currently lives in York County with his
wife, Susan. He is an active member of his community
and
has served on several boards and offices such as
treasurer for his local Kiwanis Club. He enjoys boating
and currently is Commodore of the Virginia
Yacht Club and is a past Commodore of the Seaford
Yacht Club. He provides Christian Financial education
for his community and helps his clients become better
Christian stewards. He also provides pre-marriage
counseling for several churches.
Email Charles
or call (757)873-4947. His offices are located at
the corner of Diligence and Thimble Shoals in Oyster
Point. The address is: 800 Diligence Drive, Suite
100 Newport News, VA 23606-4200 |
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A. Ray
Megginson, CFP®, RFC, CEA
President- Financial Security Group
Integrity, honesty and keen insight are hallmarks
of Ray's distinguished career. He has provided financial
consulting services for more than 27 years, helping
people of varied backgrounds achieve a comforting
sense of financial security.
Ray graduated from Eastern Mennonite University
and also attended Old Dominion University, where
he helped win a National Basketball Championship.
He translated these interests into a career coaching
and teaching on the college level. In addition to
his athletic talents, Ray is a seasoned financial
specialist with a stellar track record. He is a Certified
Financial Planner (CFP®), as well as an honor
roll member and a life and qualifying member of the
Million Dollar Round Table's prestigious Court of
The Table. To further benefit clients, Ray offers
his considerable skills as a Registered Investment
Advisor and Registered Financial Consultant (RFC).
He also recently earned the Certified Estate Advisor
(CEA) designation as well. One of Ray's specialties
is simplifying complex financial concepts so they
are easy to understand. This ability and his level
of expertise have made him a much sought-after speaker.
An involved member of the community, Ray serves
on several business and charitable boards including
Gateway Bank and the Westminster-Canterbury Foundation.
He is also the Chairman of the Board of Triple R
Ranch and Grace Bible Church.
Ray and his wife live in Virginia Beach, Virginia,
with their two children. He is President of Financial
Security Group, Inc., sharing his expertise with
individuals throughout the East Coast.
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Robert
J. O'Brien, CFP®
President - Financial Security Advisory
A former U.S. Navy commander, Bob instills great
confidence in his clients, earning respect with practical,
long-term strategies that yield results. Providing
financial guidance since 1984, he has watched many
of his long-time clients enjoy the fruits of insightful
planning and achieve important financial dreams.
A
professional of national renown, he has earned industry
accolades with his career-long accomplishments.
Bob has been included in Marquis’ Who’s
Who in Finance and Industry and in the International Who’s Who. His expertise
has also been showcased in lectures and seminars, as well as on radio and television
programs that focus on personal and business finance.
Bob graduated from the University of Connecticut,
then went on to acquire specialized training and
earn his Certified Financial Planner (CFP®)
designation. He serves as President of Financial
Security Advisory, Inc., which is an S.E.C.-registered
investment firm.
A refreshingly thorough and detailed financial expert, Bob
gets to know each client personally and builds
relationships that endure for generations. He
exhibits great care with each financial plan he prepares, showing a keen appreciation
for the importance of his recommendations and guidance.
Bob is an Elder at Kempsville
Presbyterian Church and has served on the boards of several charities. He
and his wife, Janyce, have two daughters and five
exceptional grandchildren.
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John
T. Orlando, CFS, RFC
Vice President
John is the Chief Investment Officer and a managing
partner of Financial Security. John is a graduate
of Virginia Polytechnic Institute & State University
with a degree in Management Science. John has earned
the Certified Fund Specialist (CFS) designation.
John is currently an advisory board member for Equikids,
a therapeutic riding program for handicapped children.
In addition, John is in the process of establishing
a foundation designed to provide financial assistance
to underprivileged families in Tidewater.
John and his wife Julie reside in Virginia Beach
with their two daughters and are actively involved
in the community.
Contact John by e-mail or
call (757)431-1414 / (800)965-3172
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Richard
D. Woodall, CLU, ChFC
Executive Vice-President
Richard has been involved in the financial services
industry since 1978. He is a graduate of Ohio University
with a Bachelors degree in Finance and Business Administration.
In addition, he has earned Chartered Financial Consultant(ChFC)
and Chartered Life Underwriter (CLU) designations.
Richard has committed himself to providing expert
counsel and resources to his clients.
He has dedicated his career to furnishing a full
range of services and products with a proven performance
record. Thorough and innovative, he meets the needs
of successful professionals, business owners and
retirees. Richard's areas of expertise include the
design, implementation and administration of wealth
accumulation planning strategies. His excellent support
staff enhances his successful marketing skills.
Integrity and professionalism have built Richard
a reputation that has brought recognition from his
peers. He is a life and qualifying member of the
prestigious Million Dollar Round Table and a member
of the International Association of Registered Financial
Planners. He is also involved in the Norfolk NALU
and CLU chapters. Richard has lectured extensively
to both civic and professional groups throughout
the United States, Scotland, England, New Zealand
and South Africa.
Presently, Richard is the Board Chairman of Financial
Security Management, Inc., in Virginia Beach, Virginia.
In his spare time, he serves on several boards and
is an active member of the Hampton Roads community.
Contact Richard by Email
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