David K. Locy

David K. Locy is an instructor in Northeast Florida for Adult Financial Education Services. He has owned and operated Senior Benefits since 2007, serving clients throughout the United States. He has been a licensed insurance agent since 1975, and first became a NASD licensed broker in 1976. He has passed the exams for Series 6, 7, 63, and 65. In the 1980s, David received the designations of Chartered Financial Consultant and Chartered Life Underwriter from American College. For nearly 20 years he owned and operated a franchise of New England Financial (Cincinnati, OH) employing over 100 plus associates. In 1999 he returned to the Northeast Florida area, where he first began his financial career in 1974 administering pension plans for the Florida Medical Association, to serve the community as an independent advisor. When he is not serving his community, David enjoys spending time with his wife, children, and grand-children, flying planes, and sailing his boat Sage.


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