Financial advisor in Florida for 35 years. David Treece and his team offer financial planning, retirement income solutions, annuity advice, insurance and trust services, and estate planning services.
Team Treece takes a step-by-step approach to help you feel comfortable and informed before you make any financial decisions.
Our stress-free process is designed to determine whether we’re the best fit to strategize your wealth roadmap, manage your portfolio, diversify your investments, and provide insights into potential risks.
Our goal is to simplify and streamline your efforts toward financial security.
Team Treece helps you age confidently and in control. Feeling vulnerable due to changes in your health, relationship, or living situation? Having trusted advocates on your side can make a life-changing difference.
We provide a comprehensive needs assessment to identify the planning, resources, and referrals that can help you best age out loud, proud, and prepared.
We offer age-empowering courses, webinars, and in-person events through our The Solo Ager™ initiative—from examining your mortality to author-led book discussions!
David Treece is a fearless financial advocate for the LGBTQ+ community. As a gay financial advisor, David Treece has proven experience in:
Helping other gay and lesbian individuals, couples, and families successfully plan for long-term financial security.
Partnering with allied resources (attorneys, aging experts, caregivers, etc.) who provide welcoming and inclusive services.
Advocating in your best interest to overcome difficult financial planning or healthcare challenges.
We're here to help. Schedule a complimentary consultation with Team Treece.
_ _ _David Treece, MBA, AIF®, CLTC®, Investment Advisor Representative
Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership than any other named entity. 7971 Riviera Blvd., Suite 331, Miramar, FL 33023
David Traupman, Communications Director, is a Non-Registered Associated Person of Cetera Advisors, member FINRA/SIPC.