David Treece, Mba, Aif, Cltc

David Treece, Mba, Aif, Cltc Email and Phone Number

Investment Advisor Representative at Treece Financial Group, Inc.* @ Treece Financial Group, Inc.
David Treece, Mba, Aif, Cltc's Location
Miami-Fort Lauderdale Area, United States
David Treece, Mba, Aif, Cltc's Contact Details

David Treece, Mba, Aif, Cltc work email

David Treece, Mba, Aif, Cltc personal email

n/a
About David Treece, Mba, Aif, Cltc

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.

David Treece, Mba, Aif, Cltc's Current Company Details
Treece Financial Group, Inc.

Treece Financial Group, Inc.

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Investment Advisor Representative at Treece Financial Group, Inc.*
David Treece, Mba, Aif, Cltc Work Experience Details
  • Treece Financial Group, Inc.
    Investment Advisor Representative*
    Treece Financial Group, Inc. Jul 1993 - Present
    10800 Biscayne Boulevard, Suite 725, Miami, Fl 33161
    Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.
    View
  • Kohler Co.
    International Project Manager
    Kohler Co. Apr 1988 - May 1991
    Kohler, Wisconsin
    View

David Treece, Mba, Aif, Cltc Skills

Strategic Planning Investments Financial Planning Marketing Strategy Finance Customer Service Estate Planning Estate Tax Planning Real Estate Investment Consulting Financial Risk Fiduciary Services Holistic Financial Planning Holistic Life Coaching Risk Assessment Risk Management Behavioral Finance Retirement Planning 401 Retirement Savings Plans Social Security Planning College Savings Plans Pre Retirement Planning Wealth Management Multi Generational Wealth Transfer Financial Services Fixed Annuities Long Term Care Insurance Legacy Giving Insurance Public Speaking Portfolio Management Variable Annuities Aging In Place Business Writing Client Development Health Advocacy Lgbt Rights Working With Senior Citizens

David Treece, Mba, Aif, Cltc Education Details

Frequently Asked Questions about David Treece, Mba, Aif, Cltc

What company does David Treece, Mba, Aif, Cltc work for?

David Treece, Mba, Aif, Cltc works for Treece Financial Group, Inc.

What is David Treece, Mba, Aif, Cltc's role at the current company?

David Treece, Mba, Aif, Cltc's current role is Investment Advisor Representative at Treece Financial Group, Inc.*.

What is David Treece, Mba, Aif, Cltc's email address?

David Treece, Mba, Aif, Cltc's email address is da****@****ece.com

What is David Treece, Mba, Aif, Cltc's direct phone number?

David Treece, Mba, Aif, Cltc's direct phone number is +130575*****

What schools did David Treece, Mba, Aif, Cltc attend?

David Treece, Mba, Aif, Cltc attended University Of Michigan, University Of Michigan - Stephen M. Ross School Of Business.

What skills is David Treece, Mba, Aif, Cltc known for?

David Treece, Mba, Aif, Cltc has skills like Strategic Planning, Investments, Financial Planning, Marketing Strategy, Finance, Customer Service, Estate Planning, Estate Tax Planning, Real Estate Investment Consulting, Financial Risk, Fiduciary Services, Holistic Financial Planning.

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