![Meredith Rice](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Prior to joining Patriot Wealth Management in 2007, Ms. Rice held the position of Assistant Vice President at Kanaly Trust Company in Houston, Texas.
She began her career with Kanaly Trust in 2001 and continued to work there for over five years.
Ms. Rice is a member of the Texas Tech Alumni Association and St. Michael Catholic Church.
She also serves as a member of the Advisory Board for Young Texans Against Cancer, a local 501(c)(3) organization focused on raising funds for and community awareness of the disease of cancer.
Prior to that, she served as a Director on the non-profit’s Board for five years.
Ms. Rice received her Bachelor of Science in Personal Financial Planning from Texas Tech University in Lubbock, Texas.
She is a Certified Financial Planner professional and is a member of both the National and Houston chapters of the Financial Planning Association.
Former positions of Meredith Rice
Companies | Position | End |
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Kanaly Trust LTA
![]() Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Corporate Officer/Principal | - |
Training of Meredith Rice
Texas Tech University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Kanaly Trust LTA
![]() Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Finance |
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