Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


  • Arthur

    Arthur Chase

    Senior Vice President–Wealth Management

    Financial Advisor

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

    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 success into personally meaningful 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 strategies. In doing so, he leverages not only his own three decades of experience 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

      • George Mason University, B.S. Business
      • Portfolio Manager
      1800 Tysons Blvd
      5th Floor, Suite 550
      Mclean, VA 22102
    • Freddy

      Freddy Rosenthal

      Wealth Management Associate

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      • DC
      • MD
      • PA
      • VA

            1800 Tysons Blvd
            5th Floor, Suite 550
            Mclean, VA 22102

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