J. Craig Rice

Experience

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  ABCO Leasing, Inc

  Jan 1988 - Jan 1996

  Fleet and Equipment Leasing Representative

  I was responsible for the management of local, regional and national fleets. We also provided equipment lease financing to a wide range of businesses.

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  Islands Marine Center

  Jan 1996 - Jan 2001

  Sales Manager

  I was responsible for the sales of high end, semi custom boats and yachts. It was a lot of fun.

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  Morgan Stanley

  Jan 2002 - now

  Financial Advisor, Associate Vice President, Sr.Portfolio Manager, Investment Management Consultant

  Areas of focus include: holistic planning, portfolio construction and management.I value the relationships with my clients; their family, their friends and associates. It is rewarding knowing that the advice and services we provide can have meaningful impact on their lives for many years to come. It is all about the process, the relationship and the trust - that is earned and referred.Areas of focus:Financial Planning | Wealth Management | Estate Planning Strategies | Business Succession Planning | Asset Management | Retirement Planning | Professional Portfolio Management | 401(k) Rollovers | Divorce Financial Analysis | Sustainable Investing | 529 Plans | Long Term Care InsuranceDisclaimers:© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlLife insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.NMLS#: 1265095 Show less