Opportunity. Worldwide.

Our global insight matters

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Taj Mahal

Arthur Chase

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S. Business, George Mason University
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
  • (703) 734-8412

Email Me

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 11/07/2023

51 countries

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