“Words cannot describe how much David has done to help me over the last few years. I recommend him highly and without hesitation. I feel secure in his attention to details and consider myself fortunate to have him as advisor and friend.”*

—Honor C., Client

Leave a Review on Facebook

David | Advisor Representative | Treece Financial Group FL
Investment Advisor Representative

David has over 30 years of experience as a consumer-oriented advocate and financial retirement planner. He is an...

Robert | Business Development Manager | Treece Financial Group
Business Development Manager

As Business Development Manager for Treece Financial Group, Robert meets with clients to position investment and...

Harshita | Client Relations Manager | Treece Financial Group
Client Relations Manager

As Client Relations Manager, Harshita exudes a welcoming and reassuring presence to our current and future clients. She...

David | Communications Director | Treece Financial Group
Communications & Marketing Director

David (or "DTC", as we call him around the office) is responsible for keeping our clients and prospective clients...

Anusha | Client Support Assistant | Treece Financial Group
Client Support Assistant

Anusha Sikand is a Junior at Nova Southeastern University (NSU) in Fort Lauderdale majoring in Finance with minors in...

*This testimonial may not be representative of the experience of other clients. It is not a guarantee of future performance or success.