Edward Jones - Financial Advisor: David Rice
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My wife, Joan, and I are long-time members of the Queen Anne community. Our two kids grew up and went to school here and in Ballard. Member SIPC.
The first 25 years of my career was in senior sales management for a US-based pharmaceutical company. One of the most rewarding parts of that job was counselling my sales representatives about how to maximize their compensation and how to take advantage of their 401(k) accounts. However, in 2015, my company was sold, and a severance package gave me a chance to evaluate new opportunities. I joined Edward Jones in 2016 because of the Edward Jones approach. We believe a local community branch is the best way to provide personalized service to clients and make a difference in their lives. Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. We'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. There are three things we strive to provide our clients throughout our time working together:
- A clear explanation of the investments recommended.
- Timely updates on market conditions and volatility.
- Transparent explanations of costs. When I'm not in the office, you can find me spending time with my family and friends, walking my dog, hiking in the Cascades or riding my bike on the Burke-Gilman trail. On Saturdays in the fall, I'm typically with Joan at a UW Husky's game. Outside activities I enjoy include Ballard Rotary Club, Queen Anne Farmer's Market, Queen Anne Chamber of Commerce, Greater Seattle Choral Consortium and Seattle SeaChordmen Barbershop Chorus. Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. We'd be honored to be yours. Call us to schedule an appointment today.
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09/28/2026
Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.
Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/47tD04t
09/27/2026
Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.
09/26/2026
I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.
09/26/2026
Learn more https://bit.ly/4z0fGY0 Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.
09/25/2026
When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.
09/25/2026
Learn more https://bit.ly/4ySft9a I can help you explore key considerations that come with executive compensation and complex wealth.
09/24/2026
Learn more https://bit.ly/4AuYknv Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.
09/23/2026
Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.
09/23/2026
https://bit.ly/4yaqdQa Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.
09/22/2026
Nearing retirement? I can help create an exit strategy that protects your business and your future. Let’s talk.
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150 Nickerson Street Suite 102
Seattle, WA
98109
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |