Pete Trice

Background

About Pete Trice

As your Edward Jones financial advisor, I prioritize understanding your financial aspirations before recommending investment strategies. My client-first approach ensures that each financial strategy is uniquely tailored to meet your goals, whether it's planning for retirement, saving for your children's education, or securing your family's financial future. My career has been built on a foundation of diverse experiences. With a background in operations management and distillation, coupled with my pursuit of an MBA, I bring a unique perspective to financial advising. This blend of knowledge allows me to help craft innovative solutions that address complex financial needs, all while ensuring that my clients are fully informed and comfortable with the decisions we make together. At Edward Jones, I partner closely with my clients, as well as their CPAs, attorneys, and other professionals, to ensure a comprehensive approach to financial planning. This collaboration is essential in developing strategies that not only align with your current needs but also adapt to future changes. Whether you’re a business owner needing financial strategies or an individual seeking guidance on any aspect of your financial journey, I am here to provide support whenever you need it. You don’t have to wait for a significant life event to start planning your financial future—we can begin today. Outside of my professional life, I’m deeply committed to continuous learning and community involvement. I believe that staying informed and engaged helps me better serve my clients and contribute to their success. Let’s work together to create a financial plan that reflects your values and helps you achieve your long-term For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see