Joe Rice

Joe G. Rice, Jr.,

AAMS® Managing Director, Investments

Joe Rice has been serving the financial needs of individuals, corporations, endowments, and their families for more than 39 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.

As your financial advisor, Joe takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Joe works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.

Raymond James’ extensive resources include professionals in financial planning, estate and tax planning, wealth preservation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Joe works diligently to help you develop both your personal financial plan and a detailed investment strategy. Joe’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

Originally from Ridgeland, Mississippi Joe graduated from Mississippi State University with a degree in accounting. Prior to joining Raymond James in 2013, Joe worked with Merrill Lynch for 28 years. Away from the office, Joe enjoys golf and being with family. Joe finds time to give back to his alma mater by serving and Chairman of the Executive Advisory Board of the College of Business at Mississippi State University. Joe also serves as President of the Catholic Foundation of the Diocese of Jackson. He and his wife Madelyn are members of St. Richard Catholic Church.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Raymond James is not affiliated with the above organizations and/or charitable causes.