Brian Rice

Brian Rice Email and Phone Number

President, CEO, CCO, Registered Investment Advisor at Rice Wealth Management Group, Inc. @ Rice Wealth Management Group, Inc.
Fair Haven, New Jersey
Brian Rice's Location
Fair Haven, New Jersey, United States, United States
About Brian Rice

With over 25 years as an investment professional, I have been specializing in managing assets for individuals, corporate retirement plans as well as being a licensed life insurance producer. I was formerly a Financial Consultant at both Shearson Lehman American Express and Smith Barney, and a sales assistant at Merrill Lynch. Prior to establishing my career in the financial service industry, I served in the United States Navy as an Emergency Equipment Specialist.Contact Information:(732) 345-9001 Raymond James Financial Services Inc.106 Apple StreetSuite 102BTinton Falls, NJ 07724Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc."For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section."Specialties: Tactical Asset Allocation, Asset Management, Estate Planning, Financial Planning, Mutual Funds, Retirement Planning for both individuals and business, Stocks, College Savings Plans Bonds. Identity Theft, 401(k) and Insurance and Annuities.

Brian Rice's Current Company Details
Rice Wealth Management Group, Inc.

Rice Wealth Management Group, Inc.

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President, CEO, CCO, Registered Investment Advisor at Rice Wealth Management Group, Inc.
Fair Haven, New Jersey
Employees:
3
Brian Rice Work Experience Details
  • Rice Wealth Management Group, Inc.
    President, Registered Investment Advisor
    Rice Wealth Management Group, Inc. Jul 2020 - Present
    Fair Haven, New Jersey, United States
    Investment Advisor servicing high net worth individuals. We utilize both tactical and fundamental asset allocation strategies following a rules based platform to develop an investment strategy suited to each individual client's risk profile.
  • Raymond James Financial Services, Inc., Member Finra/Sipc
    Branch Manager/Financial Advisor
    Raymond James Financial Services, Inc., Member Finra/Sipc Sep 1995 - Jun 2020
    Investment Advisor servicing high net worth individuals. We utilize both tactical and fundamental asset allocation strategies following a rules based platform to develop an investment strategy suited to each individual client's risk profile.
  • Shearson Lehman Brothers
    Financial Consultant
    Shearson Lehman Brothers Oct 1990 - Sep 1995
    Headed the marketing and management of new client relationships as well as assisting in asset management duties.
  • Merrill Lynch
    Sales/Service Assistant
    Merrill Lynch May 1988 - Apr 1990
    Responsible for the day to day service to clients as well as developing new client relationships.

Brian Rice Skills

Retirement Planning Mutual Funds Asset Allocation Investments Investment Strategies Securities Financial Services Strategic Financial Planning Financial Advisory Series 7 401k Investment Advisory Series 63 Asset Managment Insurance Bonds Investment Banking Wealth Management Retirement Alternative Investments Portfolio Management Equities High Net Worth Individuals Fixed Income Long Term Care Life Insurance Series 65 Iras Series 24 Wealth Management Services Pensions Finance

Brian Rice Education Details

  • Rumson-Fair Haven
    Rumson-Fair Haven
  • Eaglebrook School
    Eaglebrook School
  • United States Navy
    United States Navy

Frequently Asked Questions about Brian Rice

What company does Brian Rice work for?

Brian Rice works for Rice Wealth Management Group, Inc.

What is Brian Rice's role at the current company?

Brian Rice's current role is President, CEO, CCO, Registered Investment Advisor at Rice Wealth Management Group, Inc..

What is Brian Rice's email address?

Brian Rice's email address is br****@****mes.com

What is Brian Rice's direct phone number?

Brian Rice's direct phone number is +173299*****

What schools did Brian Rice attend?

Brian Rice attended Rumson-Fair Haven, Eaglebrook School, United States Navy.

What are some of Brian Rice's interests?

Brian Rice has interest in Being On The Water, Children, Education, Environment, Hiking, Science And Technology, Disaster And Humanitarian Relief, Hunting, Fishing, Health.

What skills is Brian Rice known for?

Brian Rice has skills like Retirement Planning, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Securities, Financial Services, Strategic Financial Planning, Financial Advisory, Series 7, 401k, Investment Advisory.

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