TAKE YOUR MONEY FURTHER WITH ADVICE FROM A PRO

Real financial confidence doesn’t come from investment products. It comes from the strategy, discipline, behavioral coaching, tax awareness, risk management, and objectivity that a financial advisor provides a client within a goal-oriented, long-term relationship.

Online tools can calculate, but they can’t advise. They can’t challenge your blind spots. And they can’t protect you from costly mistakes at the moments that matter most. However, a trusted professional who advocates for your financial wellness provides all of that and much more.

about david treece

A Financial Advisor & Advocate With Heart

With almost 35 years of experience and a passion for helping others, David is dedicated to providing lifelong financial advice and support with confidence and compassion.

As President of Treece Financial Group Inc., David is a national leader in providing advocacy-oriented financial advice to those who are aging alone and the LGBTQ+ community. 

Recognized for his financial expertise and advocacy work, he has been featured on PBS’s Nightly Business Report, QNews LGBTQ+ Money Talks, and in The Washington Post, The Miami Herald, Miami Daily Business Review, and South Florida CEO.

David 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 and Luis, his husband of 39 years, divide their time between Miami and San Antonio de Areco, Argentina.