David Treece

David believes it’s not enough to say, “I treat everybody the same,” because everyone is NOT the same. As a gay-identified financial advisor, he understands LGBTQ+ individuals’ real-world apprehension and mistrust toward the historically conservative financial industry.

David has provided advocacy-oriented financial advice and service to South Florida’s LGBTQ+ community for almost four decades. At the forefront of his work is navigating the sometimes complex financial and healthcare needs of LGBTQ+ individuals as they age, oftentimes alone, without a strong support network.

He is a national leader in educating financial advisors on understanding LGBTQ+ clients' unique issues when it comes to financial and life planning.

Beyond financial planning, David is the founder and first president of the Greater Miami LGBTQ+ Chamber of Commerce and has been honored by The National LGBTQ+ Task Force for his contribution to advancing full freedom, justice, and equality for LGBTQ+ people.

Recognized for his financial acumen and client-advocacy work, David has been featured on PBS's Nightly Business Report, Q News Tonight, and NBC Miami, as well as in The Washington Post, The Miami Herald, and nationally syndicated columns.

David holds life, health, and annuity insurance licenses and series 6, 22, 52 62, 63, and 65 securities registrations. He has an MBA from the University of Michigan, Ann Arbor. He and Luis, his husband of forty years, divide their time between South Florida and San Antonio de Areco, Argentina.

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Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

David Treece

President, Treece Financial Group Inc.

Investment Advisor Representative

AIF® Accredited Investment Fiduciary

CLTC® Certification in Long-Term Care

Founder, La Vida Pride™ LGBTQ+ eCommunity

7971 Riviera Boulevard, Suite 331

Miramar FL 33023