About The Presenter

David Treece |
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David Treece is a fearless financial advocate for the LGBTQ+ community


He proudly says transgender. And LGBTQ+. And bi. And queer. And lesbian. And non-binary. And … 

It's not enough to say, “I treat everybody the same,” because everyone is NOT the same.

He and his diverse team at Treece Financial Group lift up marginalized identities because it shows respect for a community that has long faced discrimination. As an LGBTQ+-identified financial advisor, he has experienced LGBTQ+ individuals’ real-world apprehension and mistrust toward the historically conservative financial industry. 

David has provided advocacy-oriented financial advice and service to South Florida’s LGBTQ+ community for almost 35 years. At the forefront of his work is navigating the sometimes complex financial and healthcare needs of LGBTQ+ individuals as they age, oftentimes alone, without a strong support network. 

He is a national leader in educating financial advisors on understanding LGBTQ+ clients' unique issues when it comes to financial and life planning.

Beyond financial planning, David is a dedicated behind-the-scenes community advocate who has been a pioneer in making Miami a leader in LGBTQ+ inclusion. He is the Founder and First President of the Greater Miami LGBTQ Chamber of Commerce (MDGLCC), which has grown to be one the nation’s largest LGBTQ+ Chambers in the U.S. David has also been honored by The National LGBTQ+ & Lesbian Task Force and SAVE LGBT for his contribution to advancing full freedom, justice and equality for LGBTQ+ people.

David holds life, health, and annuity insurance licenses and series 6, 22, 52, 62, 63, and 65 securities registrations. He has an MBA from the University of Michigan, Ann Arbor. He and Luis, his husband of 39 years, divide their time between Miami and San Antonio de Areco, Argentina.

Additional Resources:

Fast Financial 101: My Proactive Investment Philosophy

About David Treece