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Trevor Durham
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(561) 494-7339(561) 494-7339
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Meet Trevor Durham
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.
licensed in
AZ, FL, GA, IN, MD, NJ, NV, OK, SC, TX, VA, WA
FL License: W489554
professional background
Joined Bankers Life in 2018Became a Financial Representative in 2022Began work in the Insurance Industry in 2018Education: BA in English Literature, Florida State University
designations received
Financial Representative Designations: Series 6, Series 7, Series 63, Series 66
additional languages
Georgian, Russian
Trevor Durham, Bankers Life Agent and Bankers Life Securities Financial Representative in Port Saint Lucie, FL
9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM
Contact Me
Office Phone:
(772) 206-7200(772) 206-7200
Direct Phone:
(561) 494-7339(561) 494-7339
Cell Phone:
(561) 906-9065(561) 906-9065
Branch Info
1100 SW St Lucie W Blvd
Ste 201
Port Saint Lucie, FL 34986
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | 9:00 AM - 5:00 PM |
| Sunday | 9:00 AM - 5:00 PM |
Request An Appointment
Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in Port Saint Lucie, FL
Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
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Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Trevor Durham
5.0
Rating 5.0
(6 Reviews)- September 4, 20245.0 out of 5.0Rating 5.0Trevor has placed my assets in safe and reliable investments! I feel comfortable with him and listen to his directions. He always answers my calls and is quick to fix anything I need!
- September 4, 20245.0 out of 5.0Rating 5.0Exellent custober service
- June 28, 20245.0 out of 5.0Rating 5.0I am Extremely happy with everything that Trevor has done for us. I have never had anyone go out of his way to try to help us in all of the insurance and investment areas that he has. The personal care and attention that he given to us is completely unheard of with other companies and the individuals working for them. As a business owner that just retired, it has been a pleasure to have someone navigate every pathway for me so I didn't have to deal with anything.
- June 15, 20245.0 out of 5.0Rating 5.0Trevor is absolutely phenomenal! He took the time to answer any and all questions I had! He made it known through his words and actions that he was here to help me and keep me informed. He did not rush me to make any decision and was always a phone call or email away! If I missed him, he was very quick to respond back to me. Highly recommended!
- April 30, 20245.0 out of 5.0Rating 5.0Trevor was excellent! He spent time to explain everything and answer all of my questions. He didn't rush me. It was a wonderful experience!
- November 1, 20235.0 out of 5.0Rating 5.0Great customer service, ready to answer your questions and provide you with the best advice for your retirement planning and financial needs.
Displaying reviews 1 - 1 out of the 6 most recent
Frequently Asked Questions
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Trevor
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (561) 906-9065 or fill out the form. I’ll be in touch soon.
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