Catriona Kyle-Rice, CFP

Catriona Kyle-Rice has been in the Financial Services Industry for over 25 years and is a CFP® professional. She has served as a Financial Planner with an independent registered advisory firm, and since 2007 has worked at Wells Fargo Advisors. As a Senior Financial Advisor, she serves high net worth individuals and multi-generational wealth families, by providing customized investment solutions and retirement planning, with special attention to risk mitigation. She helps clients grow and protect their wealth. This process begins with a deep understanding of my client’s personal and financial goals.

Catriona, in partnership with Wells Fargo Affiliates, provides tailored, holistic solutions to meet all aspects of wealth objectives: estate and tax planning strategies, investment and insurance selection, business transition planning, charitable planning and lending and banking solutions.

Catriona’s passion is to nurture and educate her clients, so they can have confidence in their decision making and confidence regarding their future. Her and her team make it a priority to provide high quality service. Inherently, our clients feel cared for and know we are committed to their success.

Catriona graduated from UNC Chapel Hill and received her Master’s from UNC Greensboro. She lives in Greensboro with her husband, Steve, and has one son, Iain. She is an active person and enjoys traveling, along with serving others through ministry.