S Roger Dominey, CLU, ChFC, CFP
Executive Vice President, North Region
Executive Leadership
Veteran financial professional with over 40 years of leadership and industry impact.
Roger Dominey, a native of Charleston, South Carolina and a graduate of The Citadel, began his insurance career in 1979. Roger is a Qualifying and Life Member of the Million Dollar Round Table with over 30 years of membership holding the honor of MDRT Quarter Century. He is a member of the Court of the Table representing those members who are in the top 1% of insurance sales worldwide. He was named Jacksonville Advantage’s 2014 Small Business Top 50 Small Business Influencer.
He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Bryn Mawr, Pennsylvania. He also holds the CERTIFIED FINANCIAL PLANNER (CFP) certification from the College of Financial Planning in Denver, Colorado. He is Past-President of the Hilton Head Association of Life Underwriters and Past-Vice President of the Hilton Head Estate and Financial Advisors. He is Past President of National Association of Insurance and Financial Advisors—Jacksonville Chapter and Past President for the Estate Planning Council of Northeast Florida. Roger sits on the Board of Directors for the Children’s Home Society of Northeast Florida.
Roger is a member of the Jacksonville Rotary Club and GAMA International. Since 2008, Roger has received the Diamond International Management Award from GAMA.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Stanley Roger Dominey is a Registered Principal of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory office: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954)938-8800. CRN202503-2118794
Career Snapshot
Executive Vice President, North Region
– Coastal Wealth
40+ Years
- Insurance and Financial Services Industry
Million Dollar Round Table
– Qualifying & Life Member, Quarter Century Honor
Graduate
– The Citadel
Diamond International Management Award
– GAMA (Since 2008)
Top 50 Small Business Influencer
– Jacksonville Advantage (2014)
Court of the Table
– Million Dollar Round Table
Quarter Century Member
– MDRT
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
