Bill Chase, Rob Chase & Leeann Lambertof Raymond James

Mission Statement


We take earning clients’ trust seriously. For over 39 combined years we have offered experienced, professional direction and customized solutions to meet clients’ financial goals.

Our group’s values of integrity and responsive service are at the core of our practice principles. We follow a detailed planning process to provide clients with informed and objective investment and wealth planning solutions.

Raymond James offers us award-winning resources and exceptional financial stability, which allows us to offer personalized attention as a commitment to our clients’ success.

We invite you to contact our group, Bill, Rob or Leeann to learn about our new affiliation. Please visit RaymondJames.com to learn about this 50-year-old, community-involved, Florida-headquartered financial and investment services firm.

Sincerely,

  William “Bill” Chase III
Senior Vice President, Investments
Office: (863) 683-7907
Cell: (863) 640-0434
Bill.Chase@RaymondJames.com

  Robert “Rob” Chase
Senior Vice President, Investments
Office: (863) 683-7907
Rob.Chase@RaymondJames.com

  Leeann Lambert
Registered Client Service Associate
Office: (863) 683-7907
Leeann.Lambert@RaymondJames.com

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights
Financial Advisor Image
Bill Chase, Rob Chase & Leeann Lambert
1301 Grasslands Blvd
Suite 212
Lakeland, FL 33803
Phone: 863-683-7907
Fax: 863-688-6535
Toll-Free: 855-211-9827
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2012 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC         Privacy Agreement