Joseph Farrelly - UBS Financial Services Inc.

Visit our office today located in Charlotte, NC. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

The Rice Group is a team of experienced financial advisors based in Charlotte, NC, offering private wealth management services through UBS Financial Services Inc. With a focus on delivering tailored plans that integrate complex investing, planning, and financing priorities, the team provides strategic solutions to help clients achieve their financial goals. Led by C. Harvey Rice, a Senior Vice President with over 20 years of experience, the group offers a seasoned perspective and proactive problem-solving to ensure clients receive trusted financial advice. Haley Hill, a Vice President and Certified Financial Planner, is also part of The Rice Group, bringing over 10 years of wealth management experience to the team. Haley specializes in constructing and implementing complex planning strategies, including trusts and estate planning, cash flow modeling, and business succession. With a commitment to providing comprehensive wealth strategies, The Rice Group aims to be the go-to financial resource for clients seeking trusted advice and guidance.Generated from the website

Visit our office today located in Charlotte, NC. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.