Presented by Treece Financial Group, Jewish Community Services of South Florida & My Best Life Club
Join David Treece, AIF®, MBA for a quick-moving report on what’s happening in the market and where it may be headed. Hear his unique perspective and analysis along with recommendations for investment strategies.
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Team Treece is dedicated to looking out for all aspects of your financial well-being, not just managing investments. Our values-based approach is well beyond what many larger banks and financial service institutions are able and willing to provide.
David Treece is an Accredited Investment Fiduciary® and has a 30-year commitment to providing financial and retirement planning with the utmost care, integrity, honesty, full disclosure, loyalty, and good faith.
David Treece, AIF, MBA, CLTC
Investment Advisor Representative
Treece Financial Group | 10800 Biscayne Blvd., Suite 725, Miami, FL 33161
305-751-8855 | TreeceFinancialGroup.com
Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other entity. Treece Financial Group Inc. is not affiliated with Cetera Advisors LLC.