Contact

David Treece, MBA, AIF, CLTC

President | Senior Financial Advisor

305-751-8855

david@davidtreece.com

Robert Wroblewski

Registered Client Experience Administrator

305-751-8855

305-417-7088

robert@davidtreece.com

Harshita Kalra

Branch Operations Manager

305-751-8855

786-401-0980

harshita@davidtreece.com

Adrian Lopez Aguilar

Operations Associate

305-751-8855

786-377-6628

adrian@davidtreece.com

Adriana E. Gonzalez Lares

Client Service Associate

305-751-8855

adriana@davidtreece.com

David Traupman

Communications Director

305-751-8855

305-425-9931

dtc@davidtreece.com