Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.


The team behind TreeceCo Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.


Charles “Tony” Treece

Founder & Wealth Management Advisor

Tony likes to say that, since 1983, TreeceCo Financial has been blessed with the experience, knowledge and love to help transform the lives of many families across America. Tony loves giving his clients the confidence they deserve while managing their financial and legacy planning needs.

His advice to clients: "Find a financial team who will focus on your unique desires - who pride themselves on giving every client more confidence in their retirement."

Tony earned a bachelor’s degree in pastoral theology and ministry from Hyles-Anderson College of Crown Point, Indiana. Such learning has helped him follow his faith and help others through his work. Before starting TreeceCo Financial, Tony planted two churches in the Charlotte area as a full-time pastor.

Tony says his faith led him to a career in the financial industry. He believes his purpose is to listen and understand everyone's unique situation. Tony's faith drives him to work hard and help give clients the confidence they deserve in retirement. Tony never plans to retire because he loves what he does with a passion, but he wants to help others reach their retirement goals and dreams.

Tony was married to Donna, the love of his life, for 45 years before she went to Heaven in 2022. He has two children, Amber and David, five grandchildren and a miniature Schnauzer named Abby.

Outside the office, Tony loves to work out six days a week with his coach, travel the world and learn all he can. He also has the distinction of being a competitive two-gun and three-gun shooter.


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The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a webinar.

Or give us a call at 704.784.7300