Investment Advisor Representative
David has over 30 years of experience as a consumer-oriented advocate and financial retirement planner. He is an...
Business Development Manager
As Business Development Manager for Treece Financial Group, Robert meets with clients to position investment and...
Client Relations Manager
As Client Relations Manager, Harshita exudes a welcoming and reassuring presence to our current and future clients. She...
Communications & Marketing Director
David (or "DTC", as we call him around the office) is responsible for keeping our clients and prospective clients...
Client Support Assistant
Anusha Sikand is a Junior at Nova Southeastern University (NSU) in Fort Lauderdale majoring in Finance with minors in...