GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Barry Rice
With a passion for precision and a commitment to crafting tailored financial strategies, my team and I focus on guiding high net worth individuals and business owners towards their wealth objectives.As a Certified Exit Planning Advisor® (CEPA®)...
ABOUT BARRY
With a passion for precision and a commitment to crafting tailored financial strategies, my team and I focus on guiding high net worth individuals and business owners towards their wealth objectives.
As a Certified Exit Planning Advisor® (CEPA®) professional & Financial Advisor at Edward Jones, I help business owners build value, assess risk, and prepare for a successful transition. Whether you're planning to sell, transition, or scale, I provide strategic financial guidance to help align your business goals with your personal wealth objectives.
How I help:
*Exit and succession Planning - Maximus business value and ensure a smooth transition
*401(k) & retirement strategies - Securing your financial future
*Estate & Legacy Strategies - Protect your wealth for generations
If you're a business owner or executive thinking about long-term financial strategies, let's connect. Message me here on LinkedIn or email me at barry.rice@edwardjones.com.
About me:
A Cleveland native and graduate of St. Ignatius High School, I had a special opportunity to further my education and soccer career at the University of Kentucky where I graduated with a degree in economics and was a two-time All-American soccer player. After a brief opportunity to play professional soccer with DC United in Major League Soccer, I started my career with Edward Jones in 2014 where I have been serving clients since.