William Y. Rice IV
Founding Partner & COO, Eagle Capital Advisors Wealth Advisor; RJFS

William represents the third generation of his family to serve clients by helping them meet their most pressing financial challenges. After his 11-plus years of experience with his father and grandfather at Morgan Stanley, William founded Eagle Capital Advisors, LLC as a place where their relationships with the families they serve come first.

William executes the company vision by being the Chief Operations Officer (COO). He has an internal focus which he uses to design and implement business strategies, plans and procedures. William’s goal is to secure the functionality of business to drive extensive and sustainable growth.

Finally, and perhaps most importantly, William spearheads our efforts in working with clients to establish and maintain a financial planning process. William and his wife, Alesha, reside in Longview, Texas. They have two sons, William Rice V (Liam) and Kyzer Rice.

A fixed annuity is a long-term, tax-deferred insurance contract designed for retirement. It allows you to create a fixed stream of income through a process called annuitization and also provides a fixed rate of return based on the terms of the contract. Fixed annuities have limitations. If you decide to take your money out early, you may face fees called surrender charges. Plus, if you’re not yet 59½, you may also have to pay an additional 10% tax penalty on top of ordinary income taxes. You should also know that a fixed annuity contains guarantees and protections that are subject to the issuing insurance company’s ability to pay for them.