Raymond James Affiliation Forms New Park Square Partnership| 01:12PM / Friday, August 05, 2016 | |
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PITTSFIELD, Mass. — The Pittsfield office of Raymond James has announced the affiliation of David A. Rice as a vice president of investments.
Rice joins Paul A. Fortini, vice president, investments, and branch manager in a newly formed partnership, Park Square Financial Advisors of Raymond James.
Rice is a CFP certificant, having completed a rigorous and comprehensive program that covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
"The financial services industry is a challenging, complicated business. We felt our clients would be better served by combining the strengths and experience of two industry veterans," Rice said.
"We also wanted the partnership name to reflect our long standing commitment to the downtown business area. We spent our entire professional careers in Park Square," Fortini said.
Before joining Raymond James, Rice was a vice president and financial adviser at RBC Wealth Management. He earned a bachelor's degree in economics from Bates College and participated in the Washington Semester Program at American University, studying Economic Policy.
He is a graduate of the Berkshire Leadership Program and currently serves on the steering committee. He resides in Williamstown with his wife, Ashley.
Fortini also studied economics at the University of Massachusetts, Amherst, and is an active volunteer in the community. He serves on the board of directors for the Berkshire County Kids' Place and the Hillcrest Educational Foundation. He is a corporator for MCLA and was the recipient of the Sheri L. Quinn Outstanding Volunteer Service Award.
He resides in Dalton with his wife, Melanie Bessette, and has two grown children, Sarah and William.
More information can be found at www.psfinancialadvisors.com. Park Square Financial Advisors is located at 7 North Street, Suite 201.
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