BARRY RICE
With a passion for precision and a commitment to crafting tailored financial strategies, my team and I focus on guiding high net worth individuals and business owners towards their wealth objectives.
As a Certified Exit Planning Advisor® (CEPA®) professional & Financial Advisor at Edward Jones, I help business owners build value, assess risk, and prepare for a successful transition. Whether you're planning to sell, transition, or scale, I provide strategic financial guidance to help align your business goals with your personal wealth objectives.
How I help:
*Exit and succession Planning - Maximus business value and ensure a smooth transition
*401(k) & retirement strategies - Securing your financial future
*Estate & Legacy Strategies - Protect your wealth for generations
If you're a business owner or executive thinking about long-term financial strategies, let's connect. Message me here on LinkedIn or email me at barry.rice@edwardjones.com.
About me:
A Cleveland native and graduate of St. Ignatius High School, I had a special opportunity to further my education and soccer career at the University of Kentucky where I graduated with a degree in economics and was a two-time All-American soccer player. After a brief opportunity to play professional soccer with DC United in Major League Soccer, I started my career with Edward Jones in 2014 where I have been serving clients since.
With a passion for precision and a commitment to crafting tailored financial strategies, my team and I focus on guiding high net worth individuals and business owners towards their wealth objectives.
As a Certified Exit Planning Advisor® (CEPA®) professional & Financial Advisor at Edward Jones, I help business owners build value, assess risk, and prepare for a successful transition. Whether you're planning to sell, transition, or scale, I provide strategic financial guidance to help align your business goals with your personal wealth objectives.
How I help:
*Exit and succession Planning - Maximus business value and ensure a smooth transition
*401(k) & retirement strategies - Securing your financial future
*Estate & Legacy Strategies - Protect your wealth for generations
If you're a business owner or executive thinking about long-term financial strategies, let's connect. Message me here on LinkedIn or email me at barry.rice@edwardjones.com.
About me:
A Cleveland native and graduate of St. Ignatius High School, I had a special opportunity to further my education and soccer career at the University of Kentucky where I graduated with a degree in economics and was a two-time All-American soccer player. After a brief opportunity to play professional soccer with DC United in Major League Soccer, I started my career with Edward Jones in 2014 where I have been serving clients since.
As a Certified Exit Planning Advisor (CEPA) with Edward Jones, I specialize in helping business owners build, protect, and maximize the value of their business in preparation for a successful exit. Whether planning for succession, a sale, or transition, I guide owners through a strategic process based on the core principles of exit planning: maximizing business value, minimizing risk, and aligning personal and financial goals.
By taking a proactive, value-driven approach, I help business owners plan with clarity and confidence, ensuring they are fully prepared for the next phase—on their terms.
Let’s start the conversation about your exit strategy today.
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- Website:
https://www.edwardjones.com/us-en/financial-advisor/barry-rice - Phone: 440-892-3710
- City: Westlake
- State: Ohio
- Postal Code: 44145
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
