2 weeks ago
Understanding Interest Rates
What is an interest rate and how is it calculated?...
- 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
Endowments & Foundations
2 weeks ago
Honoring Donor Intent
Looking for ways to honor donor input and foster positive...
Wealth Management
2 weeks ago
Financial Planning Checklist
In times of market volatility, it’s natural to feel uncertain...
Retirement Plans
2 weeks ago
CAPTRUST’s Financial Wellness Solution for Plan Sponsors
As more employees look to their employers for financial help...
