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Our financial advice team


Jim Rice Ameriprise Financial Advisor

Jim Rice

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Cordian Wealth
21
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.

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

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

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
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