William Rice III is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has previously worked at Morgan Stanley for 30 years and spent four years with Raymond James Financial Services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios and comprehensive wealth management services supported by a network of roughly 286 advisors.

Joseph Knox is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses, with 38 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial, Hilltop Securities, and operating his own firm, Joe L. Knox, LLC. He is also involved in business activities outside of investment advising, including ownership of an expense company. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios using ETFs, mutual funds, and other assets, supported by a network of approximately 286 advisors serving over 13,000 clients.

William Rice IV is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Concurrent Investment Advisors is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.