Amy Rice
Financial Advisor at Baird
- Role
- Financial Advisor at Baird
- Location
- Martinsville, IN, US
- LinkedIn followers
- 500 followers
About Amy Rice
Passionate about creating positive financial outcomes that turn clients’ financial dreams, goals, and purpose into reality. Focused on meaningful interactions, making an impact by serving others, and leading with positivity. Lifelong learner and educator. Financial wellness advocate. Wealth management advisor. Wealth Management = Advanced Planning + Investment Consulting + Relationship Management.(Advanced Planning = Retirement, Estate, Tax, Education, Insurance, Annuities, Multi-Generational, Social Security, Comprehensive Financial Planning)#Baird #DiscovertheDifference #TheMainGowinFischerRiceGroup
Experience
Financial Advisor
Jan 2022 — Present · Martinsville, IN, US
Passionate about creating positive financial outcomes that turn clients’ financial dreams, goals, and purpose into reality. Focused on meaningful interactions, making an impact by serving others, and leading with positivity. Lifelong learner and educator. Financial wellness advocate. Wealth management advisor. Wealth Management = Advanced Planning + Investment Consulting + Relationship Management.(Advanced Planning = Retirement, Estate, Tax, Education, Insurance, Annuities, Multi-Generational, Social Security, Comprehensive Financial Planning)#Baird #DiscovertheDifference #TheMainGowinFischerRiceGroup
Education
Indiana University Indianapolis
Bachelor of Science - BS, Business/Finance
1999 — 2003
Marian University Indianapolis
Master of Arts in Teaching, Elementary Education
2007 — 2008
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