David Treece has nearly 20 years of experience in financial services as a consumer-oriented advocate for his clients. He works as a fee-based investment advisor representative and has a duty to act in a fiduciary capacity and has a higher standard of always putting a client's interests first.
Recognized for his financial acumen and client-advocacy work, David has been featured nationally on PBS' "The Nightly Business Report," as well as on south Florida television and in south Florida print publications including the Miami Herald, The South Florida Sun-Sentinel, Miami Daily Business Review and South Florida CEO. Treece brings an unusual perspective on investments and financial planning driven in part by the market volatility of the last ten years and the uncertainty regarding the immediate and long-term future. Rather than "wait" the market out, Treece works with the firm's clients to evaluate alternative strategies coupled with risk reduction approaches to support the pursuit of their financial goals.
The mission of Treece Financial Group is to help protect and promote the well-being of the client's entire financial portfolio, including investments, insurances, income planning, taxes, beneficiaries, emergency document retrieval, information security, estate planning, accounting and issues related to health and wellness. Treece Financial Group works with many estate planning attorneys and has partnered with the accounting firm of Arthur Palermo, Jr., PA and also works with his client's accountants.
Treece Financial Group is an accredited member of the Better Business Bureau and has an A+ rating. Treece holds life, health, and annuity insurance licenses as well as series 6, 22, 62, 63, and 65 securities registrations, and has an MBA from the University of Michigan, Ann Arbor. Both he and his assistant are fluent in Spanish.