David Durham is Founder & CEO of DURHAMLoyal, Florida’s premier full-service financial advisory firm among the retired, and soon to retire, business owners and highly paid executives. He is a leading financial planning expert and public speaker, who began his professional career as a Financial Advisor more than 44 years ago. Under David’s leadership, DURHAMLoyal is widely acclaimed by clients, CPAs, and Estate Planning Attorneys in 15 states and 5 countries.
David is a Senior Instructor and Member of the Society for Financial Awareness, a Member of the Society of Financial Services Professionals, and a Million Dollar Round Table qualifying member. Among his credentials are an MSFS (Master of Science in
Financial Services, American College), CAP (Chartered Advisor in Philanthropy), CBSP (Certified Business Succession Planning), BBA (International Business and Spanish – University of Texas, La Universidad de las Americas, Puebla, Mexico), and Taxation (Widener University, Wilmington DE).
David Durham is best known for his expertise in:
Understanding clients’ needs and goals
Developing an overall retirement plan for life
“Crash-proof” market tax, and cost-efficient strategies
Asset protection strategies
Integrated planning with CPAs, attorneys, qualified plan specialists, and world-leading money managers
Richard A. Price, MOL, MA, ChFC®, CRFA™, ChFEBCSMSenior Advisor
Richard is Senior VP of DURHAMLoyal, Florida’s premier full-service financial advisory firm. He complements the DURHAMLoyal family with his 40+ years of experience and knowledge of Investments, Insurance, Social Security, Tax & Income Planning Strategies, Asset Protection, and Business Succession & Estate Planning.
As a Chartered Financial Consultant® and Certified Financial Retirement AdvisorTM, he helps Middle America employees and business owners plan for and manage risks in life and retirement. To this end, he leverages his professional experience in developing appropriate, easy to follow financial and/or retirement plans, with a focus on practical, real-world applications that are customized for each individual and his/her family.
As a fiduciary, Richard is committed to professional and ethical best practices and certifies this commitment annually.
As an educator, Richard taught college level courses in Conservative Investing (Nova University), Money Management (FIU), Leadership, Social Security, Retirement Planning, and various other financial programs. He served as a consultant to BPAA (Broward Principals’ & Assistants’ Association) for retirement planning helping FRS participants and others transition into their retirement years.
As a senior instructor for The Federal Benefits Educational Association (FBEA), Richard provides financial education for individuals and corporations throughout Florida.
Federal Benefits Educational Association, Senior Instructor, www.FBEAusa.org Society of Certified Retirement Financial Advisors; www.crfa.us Who’s Who Among Students in American Universities and Colleges http://www.whoswhoamongstudents.com/ “Student of the Year” Regent University, Va. Beach, VA 2005 Three times summa cum laude, Regent University, Va. Beach, VA
Richard was married to his late wife, Sherry Lynn, for 43 years and has four children and nine grandchildren. He is active in church, civic, and professional organizations serving on educational and township boards in Broward County, FL. His hobbies include travel, fine wine, dinner with friends and family, and Fort Lauderdale’s annual boat show.
The better informed you are, the better decisions you make. As a financial/retirement planning expert, I partner with people by providing relevant and pertinent information for their specific situations, and then guiding them in their decision making along the way. As such, I empower people to find confidence in their financial situations. I am committed to helping people plan for and live happily throughout their retirement years.
MOLMaster of Arts in Organizational Leadership
MOLMaster of Arts in Business Development
MAHSCMaster of Arts in Human Services Counseling
ChFC®Chartered Financial Consultant
CFRA™Certified Financial Retirement Advisor
ChFEBCSMChartered Federal Employee Benefits ConsultantSM
Gary works as Executive Vice President with DURHAMLoyal, Florida’s premier full-service financial advisory firm. He specializes in helping people who are preparing for retirement or in retirement utilizing Safe Money Strategies for Retirement Planning, Timing & Strategies to Maximize Social Security Benefits, and Medicare enrollments. He also helps retired and soon to retire employees, business owners and highly paid executives. DURHAMLoyal has been widely acclaimed by clients, CPA’s and Estate Planning attorneys in 15 states and five countries for over 37 years.
Gary continues to help individuals, company personnel, government workers and diverse groups on multiple cultural levels to be compliant, empowered and qualified to reach their financial goals.
Master of Education
C.T.Compliance Training – Federal, State, Collegiate, Corporate & Individuals
Lida is a graduate from Nova Southeastern University, Fort Lauderdale, Florida: Master’s in Conflict Analysis and Resolution. She comes to DURHAMLoyal with 15+ years of experience in administration and management, analysis, and reporting. As administrator Lida supports the process of the financial planning and implementing the retirement plan chosen by the client and according to the advisor’s guidance.
I understand the value of confidentiality our clients need, and I am committed to protect their information and welfare.
Vikki Silva is the Director of Client Relations at DURHAMLoyal. The main goal of the company is to understand clients’ needs, offer the best financial service, with great customer assistance. Vikki’s role in the company is to focus on efficiency, business objectives and improved productivity. Vikki was born and raised in Caracas, Venezuela, and graduated from University of Central Florida with an MBA. She currently resides in Pembroke Pines, Florida with her husband.
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