David Treece

David Treece: Email & Phone Number

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Financial Planner at Clients Excel Financial Planning|Spartanburg, South Carolina, United States

Position:

Financial Planner at Clients Excel Financial Planning

Location:

Spartanburg, South Carolina, United States

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Last updated: 2026-05-07
Updated: 2026-05-07

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Work Experience 14 years

Financial Planner at Clients Excel Financial Planning

Sep 2018 - Current

Financial Planning Assistant at Preservation Financial Partners

Dec 2012 - Sep 2018

David Treece started working in 2012, then the employee has changed 1 company and 1 job. On average, David Treece works for one company for 6 years 9 months.

Their professional focus is Financial Planning and Investment Management across 2 core areas.

Education

Bachelor's degree at Liberty University

David Treece Namesakes

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Position
David Treece
Vice President of Business Development
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