William Rice

Financial Analyst

William Rice is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients.

William is a quintuple major from Liberty University, holding degrees in Accounting, Economics, Finance, International Business, and Digital Marketing & Advertising. While at Liberty, William wrote articles for the school’s newspaper and worked in the Student Government Association as Vice President of the Treasury Committee.

After graduating from Liberty, William has held several jobs within the finance industry, first as an accounting clerk and wealth management intern in 2018 and then later as a client support Energy analyst at S&P Global Market Intelligence in 2019. He joined Marotta Wealth Management full-time in 2020.

William is from Lynchburg, Virginia but currently lives in Charlotte, NC. In his spare time, he enjoys extreme sports like rock climbing, mountain biking, and snowboarding. He also likes working on cars and bikes.


Latest Articles

When to Enroll in Medicare
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If your miss your initial enrollment eligibility window, then your premiums are hit with a late enrollment penalty.

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