Samuel Rice

Financial Advisor

Role
Wealth Advisor at Lighthouse Wealth Group
Location
Franklin, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Samuel Rice

Helping executives, professionals, and business owners make impactful decisions to plan and preserve their wealth and goals now and through retirement.As a member of Lighthouse Wealth Group, I work with our clients to preserve, enhance, and transfer their wealth in the most tax-efficient manner.At Lighthouse Wealth Group, we are seasoned investment professionals who understand that wealth management is about helping to find solutions to all of your financial challenges, so you can afford the lifestyle you want to live.

Experience

  1. Wealth Advisor

    Lighthouse Wealth Group

    Oct 2023 — Present · Franklin, TN, US

    Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see \"Disclosures\" page on our website

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Samuel Rice — Wealth Advisor at Lighthouse Wealth Group in Franklin, TN, US | Unifers