TREECEFI - Key Persons
Adrian began his journey with Team Treece as an intern where he quickly made a mark through his eagerness to learn and...
Job Titles:
- Client Services Associate
Adriana's warm and friendly manner suits her well in assisting our clients with questions, concerns, and account processing tasks to ensure every need is met and issue resolved. She is also fluent in Spanish.
Adriana, originally from Buenos Aires, Argentina, studied Pharmacy at the University of Buenos Aires. While studying, she worked as a Student Supervisor at Instituto French for 15 years and spent her afternoons as a Pharmacy Technician. At 33, she moved to the United States and began worked as a secretary for A. L. Madrid and Associates translation company in Coral Gables. Later, she served as Assistant Manager at Naturalizer in Miami's Dadeland Mall and eventually owned three women's accessories stores in International Mall.
David (or "DTC", as we call him around the office) is responsible for keeping TreeceFi's clients and prospective clients informed and engaged through managing, writing, and designing our website, blogs, emails, social media pages, event and webinar outreach, and printed publications.
He is an adaptable creative and marketing professional with almost 35 years of proven success in partnering with team members to create results-oriented and on-target solutions within the financial, healthcare, publishing, pharmaceutical, and not-for-profit markets.
David holds a B.A in Art History from Temple University in Philadelphia and lives with his husband and daughter in West Palm Beach where he is an avid gardener and cultural enthusiast.
David has nearly 35 years of experience as a holistic financial advisor and consumer-oriented financial advocate. He is...
Farhan plays a crucial role in helping Team Treece position its online education, events, and resources to be most beneficial to the community. His responsibilities include search engine optimization, devising strategic plans, and generating innovative ideas to enhance the company's online presence. With over four years of experience in the field, Farhan is determined to expand his skill set and implement initiatives that will elevate Treece Financial Group to a new level of service.
Farhan graduated from Nova Southeastern University in Fort Lauderdale, FL, with a B.S. in Marketing and Digital Media Production. Growing up in South Florida, he takes pleasure in engaging with Miami's diverse cultural communities, attending art events, and exploring culinary delights as a true connoisseur.
Job Titles:
- Branch Operations Manager
Harshita exudes a welcoming and reassuring presence to our current and future clients. She skillfully coordinates all...
Robert is a seasoned financial service professional with almost 20 years of wealth management experience working with individuals, families, and businesses. He is a graduate of St. Anselm College and has worked in the financial services industry with Northwestern Mutual in Providence, Santander Bank, and TD Bank.
He holds Series 6, 7, 63, and 65 securities registrations, and life, health, and long-term care insurance licenses with Cetera Advisors. Robert is a Candidate for CFP® Certification, earned the Accredited Investment Fiduciary® (AIF®) designation in 2019, followed by the Certified Wealth Strategist® (CWS®) designation in 2021, and is an Investment Advisor Representative. He has been a Mortgage Loan Officer in Florida for 3+ years.
Robert enjoys outdoor activities and projects, working on his latest batch of brew, playing the drums, and critiquing buffalo wings. He is a diehard Boston sports fan and occasionally will call in to give his take on talk radio. He has done a ton of traveling throughout his life, including living in Georgia (the country!), and giving back through volunteerism. He is married to Ashley, and they have a daughter Maya, and a younger son, Bear. Together they love cooking tacos, movie night, and road trips to go hiking. After living in Miami for 11 years, Robert and his family have relocated back to RI to be closer to family. He has a knack for forming relationships with people, he is always generous and charitable.