With more than 20 years of investment and financial advisory experience, Chase Thompson strives to help his clients invest, manage, preserve and transfer their wealth so they will have the confidence of knowing their finances are being taken care of. By taking the time to listen and understand their goals, he develops strong client relationships that better enable him to meet their needs.
As an independent professional advisor, Chase can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your values, your preferences and your goals. Your plan will be designed to account for change, both in the markets and in your circumstances, so that it is better equipped to work with you and for you at different stages of your life.
Prior to his affiliation with Raymond James he began his career as a financial advisor with Edward Jones & Co and later began his own financial advisory practice Thompson Financial Services Investments & Retirement Planning in affiliation with Multi-Financial Services Corp/ING.