4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- 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 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
Resources
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
11 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Announcements
2 years ago
CAPTRUST Makes AdvisoryHQ’s Top 10 Best Financial Advisors in Tampa & St. Petersburg, Florida Listing
In March, AdvisoryHQ named CAPTRUST in its 2019 ranking of...
