Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Clients Excel Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
David C. Treece Financial Advisor
David C. Treece began his career in the financial services industry in 2011, working in sales and working as an assistant for another firm. He then became a financial advisor in 2019. He has passed the Series 65 securities exam, and he is health and life insurance licensed in Georgia, South Carolina, and North Carolina. David’s financial advisory firm focuses on retirement income planning.
David worked for two other financial advisors before founding his firm in 2018. David launched Clients Excel because he has a desire for his clients to have a second to none experience when it comes to their financial planning for retirement. David relentlessly strives to help people prepare for retirement.
The bedrock of David’s ethos is treating others as he would want to be treated.
David works tirelessly to continually bring pertinent content to our clients and friends through our weekly newsletter and podcast. Through these, David brings informative content that may aid you in preparing for retirement. Through his financial planning work, David’s hope is that his clients are empowered to have a confident financial future.
David and his wife, Mallory, have a daughter named Amelia and rescue dog named Oscar. They also have a backyard flock of chickens that Amelia loves to tend. David and his family are active in their church in Spartanburg. He is also a volunteer mentor with JumpStart, which is a ministry for people who have been recently released from prison.
Carl E. Long Executive Assistant
Carl E. Long recently retired from a 42-year career in state and local government, but still keeps busy. Having gone through many of the stages of life that our clients have, Carl can relate to the challenges pre-retirees and retirees face. This allows him to have keen insight in assisting our firm as David’s assistant.
Carl is a Greenville, SC, native and holds a Bachelor of Arts Degree in Humanities. When he’s not helping around the office, He enjoys spending time with his grandchildren, working around the house, and playing golf, which is sometimes a chore in itself.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.