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 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
Recognized as an industry leader:
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
Credentials
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 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
Recognized as an industry leader:
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
Credentials
Wealth Management Associate
Wealth Management Associate
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
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
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