Inspiring a life well lived with heart

Brandon Chase
Brandon Chase, CFP®, CDFA
First Vice President, Investments
 

In his role, Brandon is absorbed in helping clients see, and remain emotionally focused on, the “whys” of what they plan to do. This emphasis allows Brandon and Brandy’s stewardship to encompass people, relationships, emotions, dreams and values – as well as financial resources. Brandon feels that once there is a shared and intimate understanding of why, the how, when, what and where will become more clear, and meaningful. His drive for excellence and inquisitive nature have helped him pioneer change throughout his more than 16-year career.

Before joining Raymond James in 2015, Brandon was employed as a financial advisor at Edward Jones. He graduated summa cum laude from Texas Christian University with a bachelor’s degree in finance. Continuing education and specialization is important to Brandon. In that regard, he worked to become a Certified Financial Planner professional – a designation where he is held to the utmost standards of ethics and professional responsibility to provide truly personalized services. Additionally, he earned a Certified Divorce Financial Analyst (CDFA) certification to help with financial decisions as he works with clients and their attorney toward a settlement that fully addresses long-term needs.

An active participant in his community, Brandon is a past Chairman of the Board and Board Development Committee Chairman of Camp Fire First Texas. He currently serves on the Boards of Project 4031 as Treasurer and Arcadia North Texas as Chairman. Brandon is a member of the Fort Worth Club and Ridglea Country Club, and a 2007 honoree of the Fort Worth Business Press “Forty Under Forty.”* He is a self-published author and blogger, and is frequently asked to speak or teach at ministry events and churches.

Brandon has been blissfully married to his high school sweetheart, Marie, for 17 years, with whom he has two daughters, McKinley and Delaney. The couple serves on the board of Project 4031, a nonprofit devoted to redeeming end-of-life stories through funding for families and dream fulfillment.

In their free time, Brandon and Marie love fitness, yoga, are passionate about exotic world travel, annual mission work in Mexico and Honduras, golf, and sitting on their back patio by the pool, enjoying coffee or wine.

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve.

How does working with a CFP® certified advisor benefit you?Certified Financial Planner professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.

Getting your affairs in order during a divorce is made easier with the help of a Certified Divorce Financial Analyst® (CDFA). This certification emphasizes the analyst’s ability to aid you in financial decisions and work with you and your attorney toward a settlement that fully addresses your long-term needs. By utilizing proprietary software and specialized knowledge, CDFA professionals can help determine the short- and long-term financial impact of a settlement. They are able to create, analyze and forecast various scenarios to outline a fair settlement that will help protect your interests and potentially keep costs low and reduce the time it takes to work through a divorce.

Why should you work with a Certified Divorce Financial Analyst®? When working with a CDFA professional, it means you are working with an advisor who understands the financial complexities you will experience during a divorce and will empower you to make educated decisions through the process which, in turn, can help save you time and money down the road. They can not only help you with decisions that need to be made for the short term, but also help forecast the long-term effects of the divorce settlement, including details of tax liabilities and benefits. Don’t forget, CDFA professionals are financial advisors too. With the training, knowledge and experience as a financial advisor, they can help you make the most of the divorce settlement by reassessing your investments and financial plan to ensure it’s aligned with your short- and long-term goals.


CFP®, Certified Financial Planner and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

*The Fort Worth Business Press‘s “40 Under 40” recognizes executives, entrepreneurs, and leaders in a variety of industries who have demonstrated excellence in both professional achievement and community involvement.

We truly love our clients, and hope they love us back.

Beacon Hill Wealth Services