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David Treece, MBA, AIF®, CLTC®

David Treece, MBA, AIF®, CLTC®

Investment Advisor Representative

David Treece has over 30 years of experience in financial services as a holistic, comprehensive, and 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.

Treece specializes in retirement planning and brings an unusual perspective on investments and financial planning driven in part by past market volatility and the uncertainty regarding the immediate and long-term future. Rather than "wait" the market out, Treece works with clients to evaluate alternative strategies coupled with risk reduction approaches to support the pursuit of their financial goals.

Recognized for his financial acumen and client-advocacy work, Treece has been featured nationally on PBS' "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.

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, tax planning, beneficiaries, emergency document retrieval, information security, estate planning, issues related to health and wellness, aging in place, and senior well-being.

Treece Financial Group works closely with estate planning attorneys, accountants, and aging and caregiving specialists, including geriatric care managers, senior concierge services, senior housing professionals, assisted living facilities, senior move professionals, and others.

Treece holds life, health, and annuity insurance licenses as well as series 6, 22, 52 62, 63, and 65 securities registrations, and has an MBA from the University of Michigan, Ann Arbor. He is fluent in Spanish.