An experienced advisory team
living in the heart of Florida.


“If you want to have wealth, practice saving as well as spending.”
– Ben Franklin


Robert Chase

Senior Vice President, Investments

Robert Chase

Rob’s extensive experience in the financial services industry began more than 20 years ago. Today, he specializes in wealth management and retirement planning. He strives to help his clients pursue financial independence by offering professional advice, personalized planning, sound risk management, quality investment products, and personal, efficient service.

His career in financial service began at Regions Bank serving clients as branch manager and later as a commercial lender. Rob then served as a financial advisor with Morgan Stanley Smith Barney for 10 years before joining Raymond James.

A native of Lakeland, Rob has served on several local boards, including the Learning Resource Center and Peace River Center. He is a current member and past president of The Lakeland Rotary Club.

Rob attended the University of Alabama, where he graduated with a Bachelor of Science degree in commerce and business administration in 1990. Rob and his wife, Laura, enjoy spending time with their two sons.