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R. Chase Burkhart, CFP®

R. Chase Burkhart, CFP®

Vice President,
Financial Advisor

  • Maryville, TN
  • The Reivers | Caddyshack
  • Wife Laura, great grandfather, and Arnold Palmer
  • Luck is a dividend of sweat.
  • Sense of humor, humility, and intellectual curiosity

Financial Advisors

Chase is a wealth management advisor who works out of the Tampa, FL office.

Chase joined CapTrust Advisors in Tampa in 2014. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Chase is currently a vice president and financial advisor responsible for comprehensive wealth management and retirement advisory services to high-net-worth individuals. Chase has worked in the industry since 2014.

Education

  • Bachelor of Science degree in financial planning from the University of Georgia

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Industry Involvement

  • Financial Planning Association

News & Resources

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