David Treece

About David Treece, Financial Group With 30 years of experience, David Treece works as a fee-based investment advisor representative who is also an Accredited Investment Fiduciary. Treece has specialized experience in retirement planning and can advise on 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. David is the head of Treece Financial Group. 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. Treece has been a leader in the LGBTQ community and is the founder of the Miami-Dade & Lesbian Chamber of Commerce. Treece has received several awards from the LGBT community for his lifetime of activism. He and his husband have been together for 35 years and have been involved in the fight for LGBTQ equality for decades.