Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 2000 - present, Financial Advisor, Ameriprise Financial Services, Inc
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Business Financial Advisor

Education

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

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.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 2016-2020
  • Five Star Wealth Manager, 2013-2020

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.