MEREDITH RICE

Meredith Rice is a Principal of Patriot Wealth Management, a Registered Investment Advisor. She has over 7 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 has developed 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 is a member of both the National and Houston chapters of the Financial Planning Association (FPA).

Before becoming a Principal of Patriot Wealth Management 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. She also serves as a member of the Advisory Board for Young Texans Against Cancer, a local 501(c)(3) organization focused on raising funds for and community awareness of the disease of cancer. Prior to that, she served as a Director on the non-profit’s Board for five years.