Meredith Rice, Mariner Wealth Advisors

Meredith Rice, CFP®

Senior Wealth Advisor

Houston, TX

As a senior wealth advisor, Meredith focuses on providing comprehensive financial advisory services to high net-worth individuals and their families. With over 17 years in the financial planning and investment management industry, Meredith’s experience includes retirement planning, employee benefits, estate planning, tax planning, cash flow management and education planning.

Prior to becoming a senior wealth advisor for Mariner Wealth Advisors, Meredith was a principal of Patriot Wealth Management, Inc. Before that, she was assistant vice president at Kanaly Trust Company.

Meredith earned a bachelor’s degree in personal financial planning from Texas Tech University. She is a CERTIFIED FINANCIAL PLANNER professional and a member of the Financial Planning Association (FPA). Meredith is also 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  cancer.