Chase Burkhart is a wealth management advisor based in Tampa, FL.
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.
- Bachelor of Science degree in financial planning from the University of Georgia
- CERTIFIED FINANCIAL PLANNER™
- Financial Planning Association
Awards & Recognition
- NAPA Top DC Advisor Teams | 2022 (CAPTRUST Tampa)