Meredith Jamail Rice, CFP^®

Designations and licenses

Meredith is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Meredith provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals. With over two decades in the financial planning and investment management industry, her experience includes retirement planning, employee benefits, estate planning, tax planning and cash flow management.

Prior to joining Mariner, Meredith was a principal of Patriot Wealth Management, Inc. and before that, she was assistant vice president at Kanaly Trust Company.

Meredith has a bachelor’s degree in personal financial planning from Texas Tech University. She is a member of the Financial Planning Association (FPA).

Personal interests

Meredith loves to scuba dive and explore areas of our country and the world. She is a big fan of the Houston Astros and baseball in general and has just begun attempting to visit MLB ballparks across the U.S. with her family. She is a member of the National Charity League and serves on the regional Board of Trustees for the Gulf Coast chapter of Blood Cancer United (formerly known as the Leukemia & Lymphoma Society). Meredith is a member of the Texas Tech Alumni Association and a trained lector and eucharistic minister at St. Michael Catholic Church in Houston.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.