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  • Treece Financial Group’s New Locations Will Better Serve Clients Throughout South Florida

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    December 10, 2018

    Independent Financial Advisor Expands Presence on Miami’s Biscayne Corridor and in Downtown Fort Lauderdale

    David Treece, AIF®, MBA, is happy to announce that Treece Financial Group Inc.’s main office has recently relocated from Miami Shores to the Bayshore Executive Plaza located at 10800 Biscayne Boulevard. The new office suite offers room to grow the firm’s team and provides more comfortable meeting space, dedicated parking, and amenities for the firm’s clients.

    Treece states, “Our new central and easily accessible location within Miami’s northeastern corridor reflects our team’s commitment to offering our clients a streamlined approach toward their financial security within one convenient, community-focused location. My staff and I are dedicated to giving clients a personalized experience that meets their unique needs with flexible and innovative financial solutions that are well beyond what many larger banks and corporations are able and willing to provide.”

    Treece Financial Group has also expanded their presence in Broward County with client meeting space at the Tower Club located in the Regions Building at One Financial Plaza, 100 SE Third Avenue, in downtown Fort Lauderdale.

    Robert Wroblewski, Business Development Manager, shares that, “By adding a location that’s central within the Fort Lauderdale and nearby Wilton Manors communities, it is now more convenient for our Broward area clients to schedule appointments closer to their homes. This change also and gives us an opportunity to expand our popular community educational seminars on topics such as retirement planning, long-term care, aging in place, maximizing employer-sponsored benefits, and estate planning. We already have a strong working relationship with the Pride Center at Equality Park and look forward to partnering with other local organizations to help individuals increase their financial literacy.”

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    Providing advocacy-oriented financial planning for over 25 years, David Treece is an independent Investment Advisor Representative and an Accredited Investment Fiduciary (AIF®) who is required to always act in a client’s best interests and follows a fiduciary process that includes the duties of utmost care, integrity, honesty, full disclosure, loyalty, and good faith.

    Treece Financial Group is a holistic financial planning resource whose team is dedicated to addressing all aspects of a client’s financial well-being, not just managing investments—including insurances, income planning, tax planning, beneficiaries, emergency document retrieval, information security, estate planning, and issues related to health and wellness.

    For more information, visit www.TreeceFinancial.com

    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.

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    Miami Main Office:
    Bayshore Executive Plaza
    10800 Biscayne Boulevard
    Suite 725
    Miami, FL 33161
    305.751.8855 O

    Broward (by appointment):
    Tower Club
    One Financial Plaza
    100 SE Third Avenue
    Fort Lauderdale, FL 33394
    954.526.3676 O

    David Treece, Investment Advisor Representative
    (305) 751-8855
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