Chase Gore,

Chase has a passion for the markets and finds great satisfaction in having an opportunity to help people pursue their financial goals. His specialties include financial planning, investment management and retirement income planning.

His approach includes gaining a strong understanding of each client's current situation and vision for the future, and then developing and executing a long-term plan that he can convey in clear, understandable terms.

Chase has earned the professional designation of Certified Financial Planner™ practitioner. By being certified by the CFP^® Board, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP^® certification process that includes highly demanding education, examination, experience and ethical requirements.

Detail-oriented and level-headed, Chase began his career as a financial advisor in 2008 when he joined Morgan Keegan, which became part of Raymond James in 2012. He earned a bachelor's degree in economics from Birmingham-Southern College.

A Birmingham native, Chase lives here today with his wife, Meg, and children, Carson and Cadelle. In his free time, you will often find him occupied with golf and a team sport called “ultimate,” which is played with a flying disc. He also enjoys spending time in Birmingham's landmark Railroad Park and with his family.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.