Chase White III,

With more than 13 years of experience in financial planning and investment management, Chase White has the accumulated knowledge and perspective to help you with your financial goals. Chase understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Chase will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.

Chase endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investments.

Based on what he learns about you and your goals, and an analysis of the current financial markets, Chase designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Chase puts it into action and seeks opportunities to adapt to life changes and new goals.

Chase began his career in financial services in 2011 and previously spent 13 years with Edward Jones. Today, Chase provides a holistic approach to financial and estate planning and more through Raymond James.

A native of High Point, North Carolina, Chase resides in Raleigh, North Carolina. He is a member of the National Ski Patrol. Away from the office, Chase also enjoys spending time with his wife and two children, snowboarding, being outdoors and traveling to new places.