Brandon Chase
Brandon Chase
Fort Worth, Texas

In his role, Brandon is absorbed in helping clients see, and remain emotionally focused on, the “whys” of what they plan to do. This emphasis allows Brandon and Brandy’s stewardship to encompass people, relationships, emotions, dreams and values – as well as financial resources. Brandon feels that once there is a shared and intimate understanding of why, the how, when, what and where will become more clear, and meaningful. His drive for excellence and inquisitive nature have helped him pioneer change throughout his more than 14-year career.

About

In his role, Brandon is absorbed in helping clients see, and remain emotionally focused on, the “whys” of what they plan to do. This emphasis allows Brandon and Brandy’s stewardship to encompass people, relationships, emotions, dreams and values – as well as financial resources. Brandon feels that once there is a shared and intimate understanding of why, the how, when, what and where will become more clear, and meaningful. His drive for excellence and inquisitive nature have helped him pioneer change throughout his more than 14-year career.

Before joining Raymond James in 2015, Brandon was employed as a financial advisor at Edward Jones. He graduated summa cum laude from Texas Christian University with a bachelor’s degree in finance. Continuing education and specialization is important to Brandon. In that regard, he worked to become a Certified Financial Planner™ professional – a designation where he is held to the utmost standards of ethics and professional responsibility to provide truly personalized services. Additionally, he earned a Certified Divorce Financial Analyst™ (CDFA™) certification to help with financial decisions as he works with clients and their attorney toward a settlement that fully addresses long-term needs.

An active participant in his community, Brandon is a past Chairman of the Board and present Board Development Committee Chairman of Camp Fire First Texas. He is a member of the Fort Worth Club and Ridglea Country Club, and a 2007 honoree of the Fort Worth Business Press “Forty Under Forty.”* He is a self-published author and blogger, and is frequently asked to speak or teach at ministry events and churches.

Brandon has been blissfully married to his high school sweetheart, Marie, for 15 years, with whom he has two daughters, McKinley and Delaney. The couple serves on the board of Project 4031, a nonprofit devoted to redeeming end-of-life stories through funding for families and dream fulfillment.

In their free time, Brandon and Marie love CrossFit, yoga and coaching volleyball, and are passionate about exotic world travel, annual mission work in Mexico and Honduras, golf, and sitting on their back patio by the pool, enjoying coffee or wine.

Brandon L. Chase, CFP®, CDFA™
First Vice President, Investments

C 817.800.1241     420 Throckmorton Street, Suite 830
D 817.871.4613     Fort Worth, TX 76102
T 800.311.4558     brandon.chase@raymondjames.com
F 817.332.7297     beaconhillwealthservices.com
Views expressed are not necessarily those of Raymond James & Associates and are subject to change without notice. Information provided is general in nature and is not a complete statement of all information necessary for making an investment decision and is not a recommendation or a solicitation to buy or sell any security. Past performance is not indicative of future results. There is no assurance these trends will continue or that forecasts mentioned will occur. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success. Dollar cost averaging involves continuous investment regardless of fluctuating price levels of such securities. Investors should consider their financial ability to continue purchases through periods of low price levels. Diversification and dollar cost averaging do not assure a profit and or protect against loss. Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors.  Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site's users and/or members. Article provided by Brandon Chase, First Vice President, Investments, 817-871-4614, 420 Throckmorton Street, Suite 830, Fort Worth, TX 76102, Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.

Business

Description:

Before joining Raymond James in 2015, Brandon was employed as a financial advisor at Edward Jones. He graduated summa cum laude from Texas Christian University with a bachelor’s degree in finance. Continuing education and specialization is important to Brandon. In that regard, he worked to become a Certified Financial Planner™ professional – a designation where he is held to the utmost standards of ethics and professional responsibility to provide truly personalized services. Additionally, he earned a Certified Divorce Financial Analyst™ (CDFA™) certification to help with financial decisions as he works with clients and their attorney toward a settlement that fully addresses long-term needs.