portrait of Joel D Rice Jr

About Joel

My father was an Edward Jones financial advisor, and it was his love of service that inspired me to follow in his footsteps. My career with Edward Jones began in 1989, and since then I've helped clients weather the ups and downs of investing in historical climates. There are strategies for navigating the pendulum swings of a modern world that help put short- and long-term financial goals within reach. Partnering with clients to help them utilize these strategies is my greatest career joy.

My educational background consists of:
*Bachelor of Business Administration (Finance) – Texas A&M University
*CERTIFIED FINANCIAL PLANNER™...

Focus Areas

  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 1989 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CLU®

    Chartered Life Underwriter®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Texas A&M UniversityBachelors

Team Members

  • Georgi King
    Associate Financial Advisor
    AAMS™
  • Andrea Dollar
    Sr. Branch Office Administrator

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