MEREDITH J. RICE
Meredith Rice is a Principal of Patriot Wealth Management, Inc., a Registered Investment Advisor. She has approximately 15 years of experience in the financial planning and investment management industry. Meredith has focused on comprehensive financial planning for high net worth individuals and families, specializing in working with corporate executives. Her planning background includes the areas of cash flow management, retirement planning, employee benefits, estate planning, tax planning, and education planning. Additionally, she develops investment and asset allocation plans for existing and prospective clients.
Meredith received her Bachelor of Science in Personal Financial Planning from Texas Tech University in Lubbock, Texas. She is a CERTIFIED FINANCIAL PLANNER professional and a member of the Financial Planning Association (FPA).
Before becoming a Principal of Patriot in 2007, Meredith held the position of Assistant Vice President at Kanaly Trust Company in Houston, Texas. She began her career with Kanaly Trust in 2001 and continued to work there for over five years.
Meredith is a member of the Texas Tech Alumni Association and St. Michael Catholic Church. For several years, she served as a member of both the Advisory Board and the Board of Directors for Young Texans Against Cancer, a local 501(c)(3) organization focused on raising funds for and community awareness of the disease of cancer. Meredith enjoys traveling with her husband and children, particularly to places where she is able to scuba dive.
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