2 weeks ago
Market Update | July 2021
The economy is roaring back to life and we are...
- With CAPTRUST Since 2017
- 813.218.5048
-
400 North Tampa St
#1800
Tampa, FL 33602
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 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.
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
Wealth Management
Wealth Management
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As the cost of trading stocks has dropped to zero,...
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4 months ago
Market Update | April 2021
The focus for 2021 has been three important shots into...
