Joe G. Rice, Jr

Senior Vice President, Investments
Managing Director, Investments

With more than 28 years of experience in financial planning and investment management, Joe G. Rice, Jr. has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Joe understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Joe will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Joe endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Joe designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Joe puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Joe began his career in financial services in 1985 with Merrill Lynch. Today, Joe provides financial and estate planning through the use of equities, fixed income securities, managed money, and 529 education savings plans and more through Raymond James.

He is a member of the Mississippi State University’s Finance and Advisory Board and was named one of Barron’s top 1000 advisors in the nation in both 2012 and 2013* He was also named to Financial Times 400 Top Broker-Dealer Advisors in 2015.**

*The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than an advisor’s investment-picking ability.

**The Financial Times“Top 400 Financial Advisors” is an independent listing produced by the Financial Times. The FT 400 is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance.