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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

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.

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