managing director at certus financial group - advisor to successful business owners and entrepreneurs | helping to navigate transitions and plan your life@ UBS
New York, New York, United States
Raymond Chase
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University of Delaware
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FlashIntel GPTRaymond Chase is a highly experienced financial professional with 36.5 years of work experience. He specializes in strategic financial planning, portfolio management, wealth management, retirement planning, and investment management. Based in the United States, Raymond works closely with families with middle market business interests, helping them navigate ownership transitions aligned with their personal, financial, lifestyle, and family goals. With a team of nine professionals, he provides clients with guidance and guidance to enhance their wealth and their lives. Raymond's expertise and contributions are invaluable to the success of UBS Financial Services Inc.
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About
In collaboration with our clients and their advisors, the Certus Financial Group works closely with families with middle market business interests, helping them prepare for and navigate ownership transition – all aligned with their personal, financial, lifestyle, and family goals. Our team consists of nine professionals with one goal - provide our clients advice and guidance, designed to enhance their wealth, but more importantly, their lives. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
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managing director at certus financial group - advisor to successful business owners and entrepreneurs | helping to navigate transitions and plan your life
Senior Vice President - Wealth Management
Financial Services
Raymond Chase's Professional Milestones
- Senior Vice President-investments (1996-08-01~2012-04-01): Secured significant investments, driving strategic growth and maximizing returns for clients.
- Vice President, Financial Advisor (1987-05-01~1996-02-01): Providing strategic financial advice to clients, optimizing their financial future and delivering results.
Education
Finance
1980-1984Skill
Strategic Financial Planning
Portfolio Management
Wealth Management
Retirement Planning
Investment Management
Asset Allocation
Securities
Financial Advisory
Finance
Investments
Financial Analysis
Equities
Fixed Income
Asset Management
Strategy
Entrepreneurship
Networking
Account Management
Philanthropy
Business Analysis
Customer Service
Risk Management
Financial Services
Certified Financial Planner
Chartered Retirement Planning Consultant
Certification
Colleagues
Other Named Raymond Chase
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Raymond Chase works for UBS
Raymond Chase's role in UBS is managing director at certus financial group - advisor to successful business owners and entrepreneurs | helping to navigate transitions and plan your life
Raymond Chase works in the industry of Financial Services
Raymond Chase's colleagues are Kishan Joshi,Riley Barrington,Fiona Henry
Raymond Chase's latest job experience is managing director at certus financial group - advisor to successful business owners and entrepreneurs | helping to navigate transitions and plan your life at UBS
Raymond Chase's latest education in University of Delaware
