The Worth Avenue Group

  • Chung Wong

    Financial Advisor

    Branch Manager

Chung Wong understands that meeting clients' financial and investment needs begins with building strong and lasting partnerships. This emphasis on loyalty and dedication was deeply rooted in his values long before he became a financial advisor. During his military career as a paratrooper in the U.S. Army he served in the Gulf War and was recognized for his commitment and devoted service with numerous medals and honors. Today, Chung brings this level of dedication to his clients.

His underlying mission as a financial advisor is to develop, implement and monitor appropriate plans for his clients based on their goals and risk tolerance. He meets with each investor on a regular basis to make sure that their investments remain suitable for their objectives throughout changing personal and market conditions.

As an independent financial advisor, Branch Manager and a member of the Executive Council* with Raymond James Financial Services, Inc. with offices in Jupiter, West Palm Beach, Hobe Sound, and Annapolis, Maryland. Chung has access to the extensive resources necessary to provide a high level of financial services. He fully leverages this advantage while using a hands-on approach to ensure that his clients' individual needs are understood and addressed with personalized solutions. Previously a Vice President of Investments with Morgan Stanley and Associate Vice President of Investments with Raymond James & Associates, Chung ultimately chose Raymond James because of the firm's client-centered philosophy and the freedom it afforded him to recommend investment alternatives and services to his clients based on their unique needs.

While in the military Chung earned an associate degree in professional aeronautics from Embry-Riddle Aeronautical University. Determined to expand his financial background after his military service, he returned to college and earned a bachelor's degree in finance from Florida State University.

Chung is originally from Florida's Palm Beach area, where he still resides with his wife, Daisy, and daughters, Autumn and Skye. He currently served as a current and former board member and committee member of numerous charities in his community. His hobbies includes traveling and golfing.

*Membership is based on prior fiscal year production. Re-qualification is required annually.