• Treece Financial Group

  • Categories

    Financial Advisors & Wealth Management

    About Us

    Holistic | Comprehensive | Advocacy-Oriented

    Treece Financial Group is a premier financial planning resource with a decades-long dedication to working with the LGBT community, including offering long-term care solutions to those living with HIV.

    David Treece is an Accredited Investment Fiduciary®, and follows a fiduciary process that includes the duties of utmost care, integrity, honesty, full disclosure, loyalty, and good faith.

    His mission is to help protect and promote the whole financial well-being of the client, including investments, insurances, income planning, taxes, beneficiaries, emergency document retrieval, information security, estate planning and accounting.

    Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity. Registered branch address: 10800 Biscayne Blvd., Suite 725, Miami FL 33161


    Gallery Image TFG_team_photo_FB_2018.png
    Gallery Image TFG_Money_Values_profile_Google.png
    Gallery Image TFG_Team_Meeting.png
    Gallery Image TFG_MDGLCC_eblast_10_5_image.png
    Gallery Image TFG_MDGLCC_eblast_10_12_image.png
    Gallery Image Lambda_Living_2018_series_FB_banner_photo_.png
    Gallery Image Lambda_Living_2018_series_FB_banner_photo_2.png
    Gallery Image Lambda_Living_2018_series_FB_banner_photo_3.png
    Gallery Image Lambda_Living_2018_series_FB_banner_photo_4.png
    Gallery Image TFG_Senior_Boomer_Expo_FP_ad_ONLINE.png
    Gallery Image 1-17-18_LL_healthy_financial_habits_flyer_FINAL.png
    Gallery Image 1_31_Pride_event_flyer_online.jpg
    Gallery Image 1_31_Pride_event_flyer_online2.jpg
    Gallery Image TFG_MDGLCC_eblast_10_19_image.png
    Gallery Image TFG_MDGLCC_eblast_10_26_image.png
    Gallery Image AIF_type(1).jpg
    Gallery Image LL_11_29_FB_banner.png
    Gallery Image 11_1_LL_web_event_graphic.jpg
    Gallery Image Lambda_Living_8_23_FB_banner2.png

    Rep/Contact Info

    Card image cap
    View Personal Bio
    Mr. David Treece
    Investment Advisor Representative
  • coronavirus_1.png
  • Why Join MDGLCC?

    Membership gives you exposure to a powerful network of professionals and access to marketing tools.

  • Chamber Events