Port St Lucie, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,461,873,347
ClientsTotal clients
14,275
AdvisorsAdvisors at this office
2
Of 535 advisors across 195 offices
Location
1100 SW St Lucie W Blvd Ste 201
Port St Lucie FL 34986
Advisors at this office
2
Advisors at this office
Trevor D
Series 63, Series 66
Port St Lucie, FL
Bankers Life Advisory Services, Inc.
Trevor Durham is a financial advisor with Bankers Life Advisory Services, Inc. in Port St Lucie, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes service in the United States Navy from 2020 to 2022 and roles at various entities within the Bankers Life organization since 2018. In addition to his advisory work, he is appointed as an insurance agent helping clients with Medicare plans, life insurance, and annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.
Brandon B
Series 65
Port St Lucie, FL
Bankers Life Advisory Services, Inc.
Brandon Buccieri is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and five years of industry experience. He has been with Bankers Life & Casualty since 2015. Buccieri also works as an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, ongoing investment management, and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.
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