Chase is a Managing Director - Investments. Prior to joining Wells Fargo Advisors in 2019, Chase was a Vice President and Senior Financial Advisor at Merrill Lynch, where he began his career in 2012. Chase was recognized by Forbes, and named to the 2022 “Best-in-State Next Generation Wealth Advisors, #29 in CA” as well as the 2022 Forbes “Top Wealth Management Teams, #40 nationwide”. Chase also holds the Chartered Retirement Planning CounselorSM Designation.
Within the firm, Chase was named a Private Wealth Advisor as well as a Platinum Council member in 2021. Chase graduated from Brigham Young University with a bachelor’s degree in real estate and business. Chase has been married to his wife Bridget, for fifteen years. Together they have six children, five boys and one girl. They reside in Centerville, Utah. Chase enjoys coaching his children’s sports teams as well as mountaineering and golf. He also enjoys serving the community through his volunteer roles within The Church of Jesus Christ of Latter-day Saints.
CA Insurance License Number: #O133606, Resident State: UT.
The Forbes rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fees paid for use of logos.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.