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Cubby Bice

President of Bice Wealth Management

As president of Bice Wealth Management in Mooresville, North Carolina, Cubby Bice helps families and business owners meet their financial goals. His full-service firm assists clients with everything from retirement and investment planning to tax planning and estate conservation. Cubby Bice has worked as a financial advisor since 1999, when he launched his career with PaineWebber. He has also held positions with A.G. Edwards and Sons, Inc., and SunAmerica Securities.

In preparation for his career in finance, Mr. Bice attended Eastern Washington University and graduated with a bachelor's degree in business management. He then went on to attend Georgia State University, where he graduated summa cum laude with an MBA in finance. He is currently pursuing a PhD in finance from Liberty University.

Beyond his day-to-day professional activities, Cubby Bice maintains membership in the Academy of Preferred Financial Advisors and the Financial Services Institute. In addition, he is a member of the Chairman's Council at SagePoint Financial and a frequent speaker and lecturer at local colleges and national conferences.

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Mooresville, NC, US


Work Experience

Mar 2004 - Present

President
Bice Wealth Management


Education

Jan 2020 - Present

Doctor of Philosophy (PhD)
Liberty University
Finance

Jan 1997 - Dec 1998

Master of Business Administration (MBA)
Georgia State University
Finance

Sep 1993 - Jun 1996

Bachelor of Arts (BA)
Eastern Washington University
Business Management

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