KeatsConnelly, a wealth management firm with approximately $200 million under advisement that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, is pleased to announce John Rice, who holds a Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional, has joined the company’s Florida office as a staff planner. The Florida office, which recently relocated and expanded, is located at 1880 N. Congress Ave. in Boynton Beach, Fla.
Rice, who also holds a Masters in Business Administration from Arizona State University, is a member of both the Financial Planning Association and the CFA Institute and has been assisting clients with their investments since 1992. Rice joins the Florida office from the Arizona branch, where he worked since 2000.
KeatsConnelly is the largest wealth management firm in the United States specializing in cross-border issues. With offices in Arizona, Florida and Michigan, the firm’s focus is to reduce the stress associated with living, investing and working on both sides of the border, while at the same time creating opportunities for very large potential tax savings. The firm’s fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests, at all times, while avoiding any potential conflict of interest with commissions. For more information, please visit www.keatsconnelly.com.
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