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R. Chase Burkhart, CFP®Vice President, Financial Advisor

  • 400 North Tampa Street
    Suite 1800
    Tampa, FL 33602
  • 813.218.5048

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.

EDUCATION

  • Bachelor of Science degree in financial planning from the University of Georgia

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER

INDUSTRY INVOLVEMENT

  • Financial Planning Association

 

Personal Profile

Hometown:
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