Insight-based advice

Telescope in window

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.

Co-workers
  • Arthur

    Arthur Chase

    First Vice President–Wealth Management

    Financial Advisor

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

    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
          Education financing

          Education financing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          A way forward

          Understanding your life, your wealth and what you want to accomplish.

          We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

          Let's talk about how we can help you plan for the life you want

          Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

          Backed by the strength of UBS

          A global leader in wealth management

          $3.3 trillion

          In invested assets globally 
          As of 12/31/2021

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

          Insights