Robert Rice
Advisor at Merrill
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Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Robert Rice is a Senior Resident Director and Wealth Management Advisor at Merrill, serving the Cape Cod and Islands office. He joined Merrill in 2004 and brings over 35 years of experience in sales, marketing, and business management. Robert holds a Bachelor's degree from Springfield College and holds the Personal Investment Advisor (PIA) designation.
Robert's professional focus includes employee benefits planning, family wealth management strategies, personal retirement planning, and retirement income. He leads Rice and Associates with support from his business partner of more than 18 years, Debbie Gwizd, along with team member Alec Mcleod. Their team emphasizes developing personalized financial strategies tailored to individual client goals, providing clear and understandable advice, and leveraging over 50 years of combined industry experience with the resources of a global financial services firm.
In addition to his work, Robert participates in community initiatives, including Habitat for Humanity, and has served as a member of the Board of Directors for Cape Cod Child Development. He lives in West Falmouth on Cape Cod with his wife, Kate.
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2004 - Present (22 years)
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