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Kevin Rice

Kevin Rice,

CFP® Financial Advisor

As a Financial Advisor at Intellus Advisors, Kevin Rice partners closely with clients to design coordinated financial strategies that bring clarity and confidence to every stage of life. His work blends investment management, retirement planning, and estate considerations into a unified plan, ensuring that each decision aligns with both immediate priorities and long-term goals. Utilizing a calm, analytical approach, Kevin emphasizes thoughtful guidance and clear communication, so clients always understand the “why” behind their financial strategy.

Kevin is a Certified Financial Planner® professional, having completed the rigorous education, training, and ethical requirements of the CFP® designation. He applies this expertise to help clients navigate complex financial situations with precision and purpose. He earned his finance degree from Florida State University and began his career at Robert W. Baird, where he developed a strong foundation in financial planning, client strategy, and portfolio design before joining Intellus.

Originally from Sarasota, Kevin now lives in the South Sarasota area with his dog. Outside of work, he enjoys spending time on the golf course, playing basketball, and attending Grace Community Church. He is an avid fan of many professional sports teams, most of all the Tampa Bay Buccaneers.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Disclosures: ADV Brochure

Disclosures: Wrap Brochure

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.