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Amy Rice
Financial Advisor @Baird
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WORK HISTORY
Financial Advisor @Baird
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
Marian University Indianapolis
Master of Arts in Teaching, Elementary Education
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
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