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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
A Baton Rouge native, Chase partnered with his father, Chuck, at UBS Financial Services in its Baton Rouge, LA office serving the firm as a Financial Advisor. Prior to joining UBS, Chase practiced law, owned a real estate brokerage and property management company, and consulted for other law firms. Chase earned a B.A. in construction management and minored in business from Louisiana State University before earning his J.D. at Southern University Law Center. He is FINRA-registered and holds the Series 7 and Series 66 designations as well as a license for life, accident, and health insurance. With a strong desire to provide his clients with exceptional service, Chase strives to dedicate himself to providing professional advice to his clients and be an integral part of their lives. He has a dedicated team of professional advisors, both in and out of UBS, including finance, retirement, insurance, trust, and estate professionals.
Chase strongly values family and relationships. He and his wife, Megan, are great dog parents who cherish each other greatly. Chase is passionate about helping others and his community. He enjoys hunting, fishing, building, traveling, and boating. He believes with integration of great relationships, there are unlimited opportunities to flourish.
Personal & Community
Education
A Baton Rouge native, Chase partnered with his father, Chuck, at UBS Financial Services in its Baton Rouge, LA office serving the firm as a Financial Advisor. Prior to joining UBS, Chase practiced law, owned a real estate brokerage and property management company, and consulted for other law firms. Chase earned a B.A. in construction management and minored in business from Louisiana State University before earning his J.D. at Southern University Law Center. He is FINRA-registered and holds the Series 7 and Series 66 designations as well as a license for life, accident, and health insurance. With a strong desire to provide his clients with exceptional service, Chase strives to dedicate himself to providing professional advice to his clients and be an integral part of their lives. He has a dedicated team of professional advisors, both in and out of UBS, including finance, retirement, insurance, trust, and estate professionals.
Chase strongly values family and relationships. He and his wife, Megan, are great dog parents who cherish each other greatly. Chase is passionate about helping others and his community. He enjoys hunting, fishing, building, traveling, and boating. He believes with integration of great relationships, there are unlimited opportunities to flourish.
Personal & Community
Education
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
