Arthur Chase believes that money serves a purpose.  And as a wealth manager, Art's overarching objective is to help each of his clients turn their financial sucess into personally meaningfull purposes.  The foundation of his approach to wealth management is a comprehensive financial plan, upon which he layers retirement and insurance planning, portfolio management and estate planning strategies.  In doing so, he leverages not only his own three decades of experiance delivering sophisticated wealth management solutions, but also the vast global resources of UBS.

Art holds a B.S. in business from George Mason University.  He and his wife Pat, live in Fairfax, Virginia and have one adult son.  In his spare time, he enjoys refereeing games for local youth soccer clubs.

 Licenses Held:

Series 7, General Securities Representative

Series 63, UniformState

Series 65, Investment Advisor Representative

State of Virginia Life, Health, Long Term Care, Variable Life & Variable Annuity

AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA