Kurt Chase

Kurt E. Chase,

CFP®, CLU® Senior Wealth Advisor, RJFS

Kurt is a Senior Wealth Advisor with Raymond James. In his role, Kurt focuses on the Puget Sound Region, providing clients with financial experience and advice.

Kurt believes that every client has a unique situation, so he provides them with counsel that helps fit their individual needs. As a relationship-oriented person, Kurt believes listening to the client and providing them with the best possible options is top priority. Kurt has developed diverse knowledge in various areas of investing through his experience in offering comprehensive financial services.

He received his MBA from Saint Martin’s University.