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Jim Rice, Private Wealth Advisor serving the Charlotte, NC area - Ameriprise Advisors

Jim Rice

CFP®, BFA, CEPA®

Private Wealth Advisor

Cordian Wealth

An Ameriprise Private Wealth Advisor

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Investments
  • Social Security Retirement Benefits
  • Insurance
  • Intergenerational Planning
  • Small Business
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CEPA® Certified Exit Planning Advisor®
  • 2000 - present, Financial Advisor, Ameriprise Financial Services, Inc
  • Business Financial Advisor

Education

  • BS in Business Administration, UNC-Charlotte, Charlotte, NC

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022 - 2024
  • Cordian Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • AdvisorHub Advisors to Watch (under $1Bil), 2022
  • Ameriprise Circle of Success, 2016-2023
  • Five Star Wealth Manager, 2013-2017, 2019-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

  • Married to Billie Jo Rice
  • Two sons- James Dalton Rice (JD) and Lucas Andrew Rice (Drew)
  • I enjoy spending time with my family, fly fishing, golf and other outdoor activities.
  • I have successfully completed 3 half marathons and 1 full marathon.
  • We reside in Indian Land, SC.