R. Chase Burkhart, CFP®Vice President, Financial Advisor
- 400 North Tampa Street
Tampa, FL 33602
Chase joined CapTrust Advisors in Tampa in 2014. He became part of CAPTRUST in 2017 when CapTrust Advisors merged with 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.
- Bachelor of Science degree in financial planning from the University of Georgia
- CERTIFIED FINANCIAL PLANNER™
- Financial Planning Association
- Maryville, TN
- Favorite Book or Movie:
- 'The Reivers' William Faulkner | Caddyshack
- Ideal Dinner Guest:
- Wife Laura, great grandfather, and Arnold Palmer
- Words to Live By:
- Luck is a dividend of sweat.
- Qualities I Admire in People:
- Sense of humor, humility, and intellectual curiosity