Chase is an Advisor at Greenline Wealth Management, where he develops new client relationships and helps business owners evaluate and optimize their retirement plans. Having passed the Series 65 exam, he is focused on contributing to the firm’s growth while developing into a well-rounded financial advisor.
Before joining Greenline full-time, Chase completed two summer internships and a winter internship with the firm, gaining experience in retirement plans, investment analysis, and client service. He also interned with Morgan Stanley, where he worked with institutional 401(k) plans and broadened his understanding of the retirement-plan industry. Together, these experiences confirmed his desire to build a career in financial advising and prepared him to contribute at Greenline from the start.
Chase graduated from the Haslam College of Business at the University of Tennessee, Knoxville, with a double major in Finance and Economics. He has invested independently for years and enjoys researching companies, industries, and different investment philosophies. His interest in economics and geopolitics has also shaped how he views financial markets and the forces that influence them.
What Chase enjoys most about Greenline is being part of a close-knit team and having the opportunity to learn something new every day. He is excited to build lasting client relationships and establish himself as someone people can trust. Chase wants his clients to know that he genuinely cares about their success and will advocate for their best interests. He brings energy, ambition, and a fresh perspective to his work, with the goal of growing alongside the clients he serves.
A native and current resident of Davie, Florida, Chase works in Greenline’s Boca Raton office. Outside of work, he is passionate about fitness, nutrition, and maintaining a healthy lifestyle. He enjoys calisthenics, golf, cooking, and reading about investing, economics, geopolitics, and philosophy. He is also a proud University of Tennessee graduate and lifelong Vols fan. Go Vols!