Barbara Kice joined Cabot Lodge Securities LLC in November 2019. Prior to that, she was a financial advisor with IFS Securities from 2013-2019; and Cantella & Co. from 2010-2013. IFS Securities merged into Cabot Lodge Securities LLC in 2019. Cabot Lodge Securities LLC and Cantella & Co are both correspondent firms of Raymond James. She was an advisor with Raymond James Financial Services from 2003-2010, and affiliated with Waddell & Reed from 2001-2003.
Barbara is a CERTIFIED FINANCIAL PLANNER™ professional, which gives her an edge in discussing clients’ financial needs. She has obtained a BS from Kansas State University, as well as a Master of Arts in Gerontology and a Masters of Business Administration, both from Wichita State University. Gerontology is the study of the aging processes and individuals as they grow from middle age through later life.
Barbara is dedicated to helping people create and preserve wealth. The key to her success is the personalized approach she takes to assist clients with wealth management, business and retirement planning, as well as estate planning. Her clients include high-net-worth individuals, businesses, retirees and those wishing to maximize their resources for themselves or for future generations. Her practice continues to flourish thanks to the care she offers her clients.
Advisory services offered through SB Advisory, LLC. SEC registered.
SB Advisory, LLC is not controlled by or a subsidiary of CLS
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.