John Rice

John Rice

Managing Director, Wealth Manager

John has over 27 years of experience as a financial planner. He has previously worked for Shearson Lehman Brothers, Bank of Boston / BankBoston / FleetBoston / Bank of America and Morgan Stanley. He currently holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification which helps his team develop customized retirement income plans for their clients. They carefully develop an understanding of their clients' retirement income goals and craft state of the art investment portfolios to deliver income solutions.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.