Your Money…Safe and Secure
We’re known by our clients for our consideration, personalized touch, and rewarding service. Our knowledge and commitment to the best financial services for our clients keeps us on the search for the most suitable strategies available on the market today. When you ask tough questions, our advice may surprise you! At DURHAMLoyal, we will give you all the facts and time you need to make prudent financial decisions to protect your lifetime savings and build your family’s future. DURHAMLoyal is a safe place for you to commit your questions, concerns, and financial objectives. DURHAMLoyal always stays up to date on the most recent Safe Money Strategies to keep your money continually at work for you and not against you, even when the market seems to tell you that you may be due for a roller coaster ride.
David Durham, MSFS CAP
David J. Durham is President and Founder of DURHAMLoyal, Florida’s premier full-service financial advisory firm among the retired and soon to retire business owners and highly paid executives. His firm is widely acclaimed by clients, CPAs, and Estate Planning Attorneys in 15 states and five countries for over 35 years. David is a leading financial expert who graduated from the University of Texas with a degree in International Business and from The American College with a Master of Science in Financial Services. He’s a member of the Society of Financial Services Professionals and a qualifying member of the Million Dollar Round Table.
On a personal note, David is a native of South Texas and was married to his late wife Hillary for 34 years before her passing. He is now based in South Florida and is active in church, civic and professional organizations, and has served on Boards of several businesses and non-profit corporations. He enjoys world-wide travel, fine dining, and quality time with both clients and lifelong friends and family.
What People Are Saying >>
Throughout my career, which I have thoroughly enjoyed, I have concentrated on serving the retired and soon to retire. Looking back, the one principle that has served me the most is as follows: ‘Do what is best for your clients first and foremost, and the rest will take care of itself.’
Lloyd Orlow, Associate
Lloyd Orlow brings to DURHAMLoyal more than two decades of experience in the financial service industry. Lloyd works with David to provide DURHAMLoyal’s clients the highest level of personalized service.